BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.5B
1-Year Est. Return 20.97%
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$11.5M
3
+$10.4M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$6.59M
5
APD icon
Air Products & Chemicals
APD
+$5.14M

Top Sells

1
+$45.4M
2
+$15M
3
+$10.3M
4
AXS icon
AXIS Capital
AXS
+$5.91M
5
RNR icon
RenaissanceRe
RNR
+$5.85M

Sector Composition

1 Financials 23.98%
2 Energy 16.06%
3 Healthcare 14.41%
4 Technology 11.1%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$468K 0.01%
5,000
202
$462K 0.01%
38,220
+20
203
$454K 0.01%
13,268
204
$452K 0.01%
8,839
205
$450K 0.01%
27,720
206
$439K 0.01%
+7,058
207
$434K 0.01%
16,344
+400
208
$424K 0.01%
+35,345
209
$410K 0.01%
25,220
+6,720
210
$408K 0.01%
6,511
211
$406K 0.01%
+8,000
212
$402K 0.01%
462,240
-3,200
213
$399K 0.01%
4,805
+155
214
$396K 0.01%
3,175
215
$395K 0.01%
4,550
216
$390K 0.01%
+11,100
217
$385K 0.01%
8,600
+300
218
$381K 0.01%
7,000
-290
219
$381K 0.01%
5,113
220
$379K 0.01%
6,101
-214
221
$377K 0.01%
3,873
222
$374K 0.01%
9,550
-3,726
223
$371K 0.01%
30,000
+2,000
224
$368K 0.01%
308
225
$368K 0.01%
14,000
-1,000
7 8
9
10 11