BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
1-Year Return
18.97%
This Quarter Return
+0.07%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$4.12B
AUM Growth
-$136M
(-3.2%)
Cap. Flow
-$71.8M
Cap. Flow
% of AUM
-1.74%
Top 10 Holdings %
Top 10 Hldgs %
33.13%
Holding
406
New
29
Increased
56
Reduced
147
Closed
31
Top Buys
| 1 |
Grifois
GRFS
|
$38M |
| 2 |
Schlumberger
SLB
|
$21.6M |
| 3 |
Devon Energy
DVN
|
$12.4M |
| 4 |
Matador Resources
MTDR
|
$11M |
| 5 |
BRS
Bristow Group, Inc.
BRS
|
$10.3M |
Top Sells
| 1 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
$29M |
| 2 |
IBM
IBM
|
$25.1M |
| 3 |
Brookfield
BN
|
$21.1M |
| 4 |
Carlyle Group
CG
|
$19.8M |
| 5 |
Merck
MRK
|
$16.6M |
Sector Composition
| 1 | Financials | 25.66% |
| 2 | Healthcare | 16.11% |
| 3 | Energy | 14.63% |
| 4 | Technology | 11.21% |
| 5 | Industrials | 10.32% |
