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BMO

Beck Mack & Oliver Portfolio holdings

AUM $4.85B
1-Year Est. Return 9.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
-$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$20.4M
3
+$7.08M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$4.95M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$693K

Top Sells

1
+$6.6M
2
+$5.26M
3
+$4.33M
4
BX icon
Blackstone
BX
+$3.9M
5
MKL icon
Markel Group
MKL
+$3.63M

Sector Composition

1 Financials 33.64%
2 Healthcare 16.1%
3 Technology 12.72%
4 Communication Services 9.65%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-1,035
202
– –
-11,417
203
– –
-7,858
204
– –
-1,505
205
– –
-1,200
206
– –
-9,000
207
– –
-4,200
208
– –
-258
209
– –
-10,900
5 6 7 8
9