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
$2.85B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.66M
3
+$5.2M
4
EPD icon
Enterprise Products Partners
EPD
+$3.55M
5
WAB icon
Wabtec
WAB
+$2.73M

Top Sells

1
+$22.1M
2
+$10.4M
3
+$6.5M
4
ABT icon
Abbott
ABT
+$3.53M
5
BX icon
Blackstone
BX
+$3.28M

Sector Composition

1 Financials 30.91%
2 Healthcare 16.7%
3 Technology 13.21%
4 Industrials 9.38%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$65K ﹤0.01%
42,750
202
$42K ﹤0.01%
46,250
-3,800
203
$13K ﹤0.01%
865,303
-15,700
204
$8K ﹤0.01%
+250,523
205
– –
-9,300
206
– –
-495
207
– –
-5,877
208
– –
-4,000
209
– –
-2,765
210
– –
-4,091
211
$0 ﹤0.01%
59,956
212
– –
-11,250
5 6 7 8
9