BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
1-Year Return
18.97%
This Quarter Return
+5.49%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$2.77B
AUM Growth
-$59.4M
(-2.1%)
Cap. Flow
-$196M
Cap. Flow
% of AUM
-7.09%
Top 10 Holdings %
Top 10 Hldgs %
32.21%
Holding
293
New
10
Increased
23
Reduced
122
Closed
50
Top Buys
| 1 |
Gilead Sciences
GILD
|
$11.4M |
| 2 |
Apollo Global Management
APO
|
$6.25M |
| 3 |
LVLT
Level 3 Communications Inc
LVLT
|
$5.9M |
| 4 |
Blackstone
BX
|
$5.88M |
| 5 |
Liberty Global Class A
LBTYA
|
$5.02M |
Top Sells
| 1 |
US Bancorp
USB
|
$38.2M |
| 2 |
Baxter International
BAX
|
$13.8M |
| 3 |
Brookfield
BN
|
$13.1M |
| 4 |
Waters Corp
WAT
|
$10.1M |
| 5 |
Qualcomm
QCOM
|
$5.78M |
Sector Composition
| 1 | Financials | 27.29% |
| 2 | Healthcare | 16.95% |
| 3 | Industrials | 12.07% |
| 4 | Energy | 11.07% |
| 5 | Technology | 10.33% |
