BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.24B
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$11.5M
3
+$10.4M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$6.59M
5
APD icon
Air Products & Chemicals
APD
+$5.14M

Top Sells

1
+$45.4M
2
+$15M
3
+$10.3M
4
AXS icon
AXIS Capital
AXS
+$5.91M
5
RNR icon
RenaissanceRe
RNR
+$5.85M

Sector Composition

1 Financials 23.98%
2 Energy 16.06%
3 Healthcare 14.41%
4 Technology 11.1%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$204M 4.57%
8,681,650
+103,134
2
$181M 4.05%
1,197,542
-12,571
3
$160M 3.59%
4,073,312
-56,143
4
$142M 3.2%
1,797,800
-27,616
5
$130M 2.91%
1,632,916
-23,950
6
$123M 2.76%
3,009,204
+5,178
7
$123M 2.76%
1,674,749
-61,933
8
$122M 2.75%
837,598
-29,862
9
$122M 2.74%
1,063,467
-25,665
10
$121M 2.72%
7,840,212
-187,311
11
$108M 2.43%
1,408,297
-35,934
12
$101M 2.28%
859,797
-127,126
13
$98.1M 2.2%
2,264,096
-18,107
14
$97M 2.18%
559,806
-31,949
15
$94.3M 2.12%
1,145,416
-125,477
16
$92.6M 2.08%
3,158,154
-61,032
17
$91.2M 2.05%
852,182
-54,664
18
$88.6M 1.99%
846,757
-29,715
19
$85.9M 1.93%
2,968,989
-78,913
20
$84M 1.89%
1,318,403
-12,724
21
$83.6M 1.88%
1,514,570
-92,902
22
$81M 1.82%
920,686
-14,953
23
$78.8M 1.77%
1,889,040
+55,250
24
$77.1M 1.73%
117,656
+455
25
$77M 1.73%
2,347,141
+87,144
1
2 3 4 5