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
$3.04B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$19.5M
3
+$17.3M
4
KMI icon
Kinder Morgan
KMI
+$1.72M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.51M

Top Sells

1
+$12.2M
2
+$11.4M
3
+$10.7M
4
ROP icon
Roper Technologies
ROP
+$4.76M
5
ABT icon
Abbott
ABT
+$4.38M

Sector Composition

1 Financials 30.21%
2 Healthcare 15.65%
3 Industrials 11.98%
4 Energy 11.21%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$221K 0.01%
1,237
202
$221K 0.01%
495
+20
203
$216K 0.01%
8,000
204
$215K 0.01%
4,091
205
$212K 0.01%
2,560
206
$212K 0.01%
2,729
-500
207
$210K 0.01%
+1,200
208
$205K 0.01%
7,000
209
$203K 0.01%
+1,500
210
$202K 0.01%
+5,494
211
$201K 0.01%
+4,200
212
$188K 0.01%
10,000
213
$180K 0.01%
12,250
-3,540
214
$167K 0.01%
464,475
-75
215
$143K ﹤0.01%
16,400
216
– –
-8,412
217
– –
-1,251
218
– –
-24,950
219
– –
-17,400
220
– –
-4,600
221
– –
-9,016
222
– –
-16,382
223
– –
-4,535
224
– –
-7,841
225
– –
-1,556
6 7 8
9
10