BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
This Quarter Return
-1.89%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$2.97B
AUM Growth
+$2.97B
(-2.6%)
Cap. Flow
-$1.65M
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
36%
Holding
243
New
7
Increased
35
Reduced
90
Closed
7
Top Buys
| 1 |
Lumen
LUMN
|
$22.5M |
| 2 |
Nutrien
NTR
|
$11.9M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$9.07M |
| 4 |
Enterprise Products Partners
EPD
|
$8.8M |
| 5 |
RadNet
RDNT
|
$4.46M |
Top Sells
| 1 |
POT
Potash Corp Of Saskatchewan
POT
|
$12.6M |
| 2 |
Credit Acceptance
CACC
|
$11.2M |
| 3 |
Fluor
FLR
|
$6.51M |
| 4 |
Devon Energy
DVN
|
$6.27M |
| 5 |
Liberty Global Class A
LBTYA
|
$2.97M |
Sector Composition
| 1 | Financials | 29.5% |
| 2 | Healthcare | 15.76% |
| 3 | Technology | 11.06% |
| 4 | Energy | 10.78% |
| 5 | Communication Services | 10.43% |
