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
$2.83B
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$11.8M
3
+$6.63M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$6.21M
5
LILA icon
Liberty Latin America Class A
LILA
+$3.42M

Top Sells

1
+$12.9M
2
+$12.5M
3
+$10.3M
4
USB icon
US Bancorp
USB
+$9.35M
5
LOW icon
Lowe's Companies
LOW
+$8.38M

Sector Composition

1 Financials 27.56%
2 Healthcare 16.94%
3 Industrials 11.96%
4 Energy 10.61%
5 Technology 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$238K 0.01%
4,000
202
$237K 0.01%
13,500
203
$231K 0.01%
5,113
204
$230K 0.01%
2,760
205
$230K 0.01%
+5,400
206
$230K 0.01%
+1,200
207
$230K 0.01%
900
208
$224K 0.01%
21,077
209
$223K 0.01%
1,237
210
$217K 0.01%
3,500
211
$215K 0.01%
3,450
212
$213K 0.01%
1,880
213
$213K 0.01%
+1,875
214
$213K 0.01%
8,000
215
$211K 0.01%
4,550
216
$210K 0.01%
+1,271
217
$206K 0.01%
+9,095
218
$203K 0.01%
2,560
219
$185K 0.01%
+67
220
$179K 0.01%
6,378
221
$163K 0.01%
10,050
222
$157K 0.01%
18,400
223
$154K 0.01%
12,250
224
$112K ﹤0.01%
468,650
-250
225
$111K ﹤0.01%
10,000
6 7 8
9
10