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
$3.84B
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$12.1M
3
+$7.18M
4
GRFS icon
Grifois
GRFS
+$3.21M
5
SJT
San Juan Basin Royalty Trust
SJT
+$2.71M

Top Sells

1
+$36.5M
2
+$17.4M
3
+$15.9M
4
JEF icon
Jefferies Financial Group
JEF
+$13.3M
5
IBM icon
IBM
IBM
+$9.65M

Sector Composition

1 Financials 28.3%
2 Healthcare 16.17%
3 Energy 13.77%
4 Industrials 11.37%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$438K 0.01%
11,145
202
$437K 0.01%
16,475
203
$430K 0.01%
4,432
-184
204
$424K 0.01%
20,603
+5,536
205
$422K 0.01%
3,825
206
$420K 0.01%
10,372
-729
207
$412K 0.01%
30,591
+7,977
208
$403K 0.01%
8,700
209
$402K 0.01%
3,097
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210
$393K 0.01%
7,088
211
$381K 0.01%
15,693
212
$372K 0.01%
7,270
213
$372K 0.01%
7,600
214
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20,300
215
$359K 0.01%
15,120
216
$353K 0.01%
7,150
217
$351K 0.01%
4,016
-95
218
$347K 0.01%
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219
$347K 0.01%
8,800
220
$346K 0.01%
3,243
221
$344K 0.01%
3,873
222
$342K 0.01%
3,950
223
$338K 0.01%
4,133
224
$334K 0.01%
6,800
-825
225
$333K 0.01%
476,100
-36,312
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9
10 11