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
$2.93B
AUM Growth
-$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$10.6M
3
+$7.39M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$3.82M
5
PJT icon
PJT Partners
PJT
+$1.63M

Top Sells

1
+$30.9M
2
+$28.9M
3
+$23.3M
4
IBM icon
IBM
IBM
+$23.3M
5
ESGR
Enstar Group
ESGR
+$22.1M

Sector Composition

1 Financials 29.14%
2 Healthcare 15.63%
3 Industrials 10.9%
4 Technology 10.26%
5 Energy 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$272K 0.01%
+10,650
202
$271K 0.01%
13,500
203
$271K 0.01%
7,716
-2,694
204
$269K 0.01%
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-400
205
$268K 0.01%
3,000
-450
206
$265K 0.01%
2,560
207
$263K 0.01%
9,994
-15,937
208
$263K 0.01%
5,850
-250
209
$254K 0.01%
3,923
-95
210
$249K 0.01%
7,232
-21,807
211
$248K 0.01%
28,000
212
$248K 0.01%
3,229
-3,724
213
$248K 0.01%
2,987
-1,146
214
$243K 0.01%
5,393
215
$241K 0.01%
772
-6
216
$236K 0.01%
5,113
217
$228K 0.01%
1,237
218
$228K 0.01%
4,600
219
$227K 0.01%
+5,680
220
$225K 0.01%
+1,497
221
$223K 0.01%
+900
222
$220K 0.01%
2,690
223
$219K 0.01%
+4,200
224
$212K 0.01%
4,000
-300
225
$207K 0.01%
+8,000
7 8
9
10 11