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
$2.86B
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.3M
3
+$14.3M
4
APO icon
Apollo Global Management
APO
+$5.84M
5
BX icon
Blackstone
BX
+$4.61M

Top Sells

1
+$39.9M
2
+$6.69M
3
+$6.65M
4
ESGR
Enstar Group
ESGR
+$5.57M
5
DVN icon
Devon Energy
DVN
+$5.05M

Sector Composition

1 Financials 28.89%
2 Healthcare 15.76%
3 Industrials 11.79%
4 Technology 10.12%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$235K 0.01%
1,237
202
$230K 0.01%
3,740
-1,100
203
$226K 0.01%
+3,450
204
$225K 0.01%
+3,500
205
$225K 0.01%
13,500
206
$224K 0.01%
5,113
207
$222K 0.01%
2,560
208
$221K 0.01%
6,836
-396
209
$217K 0.01%
1,880
-46
210
$217K 0.01%
21,077
-30,970
211
$216K 0.01%
4,000
212
$214K 0.01%
4,304
-440
213
$209K 0.01%
8,000
214
$208K 0.01%
11,761
-11,420
215
$207K 0.01%
772
216
$206K 0.01%
4,550
217
$202K 0.01%
+4,200
218
$200K 0.01%
+2,760
219
$177K 0.01%
6,378
220
$170K 0.01%
10,050
-400
221
$161K 0.01%
18,400
+2,600
222
$151K 0.01%
12,250
-18,000
223
$110K ﹤0.01%
10,000
224
$68K ﹤0.01%
11,000
+1,000
225
$56K ﹤0.01%
131
7 8
9
10 11