BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
This Quarter Return
+2.79%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$3.85B
AUM Growth
+$3.85B
(+2.5%)
Cap. Flow
+$16M
Cap. Flow
% of AUM
0.41%
Top 10 Holdings %
Top 10 Hldgs %
43.81%
Holding
223
New
18
Increased
48
Reduced
84
Closed
7
Top Buys
| 1 |
Teva Pharmaceuticals
TEVA
|
$28.4M |
| 2 |
Arthur J. Gallagher & Co
AJG
|
$3.85M |
| 3 |
TCN
Tricon Residential Inc.
TCN
|
$3.77M |
| 4 |
CAE Inc
CAE
|
$3.36M |
| 5 |
Fiserv
FI
|
$2.88M |
Top Sells
| 1 |
Blackstone
BX
|
$8.34M |
| 2 |
Waters Corp
WAT
|
$7.31M |
| 3 |
GE Aerospace
GE
|
$4.57M |
| 4 |
Jefferies Financial Group
JEF
|
$3.56M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$3.16M |
Sector Composition
| 1 | Financials | 38.76% |
| 2 | Healthcare | 14.94% |
| 3 | Technology | 12.87% |
| 4 | Communication Services | 9.43% |
| 5 | Industrials | 8.29% |