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
$2.86B
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1 +$23.7M
2 +$22.3M
3 +$14.3M
4
APO icon
Apollo Global Management
APO
+$5.84M
5
BX icon
Blackstone
BX
+$4.61M

Top Sells

1 +$39.9M
2 +$6.69M
3 +$6.65M
4
ESGR
Enstar Group
ESGR
+$5.57M
5
DVN icon
Devon Energy
DVN
+$5.05M

Sector Composition

1 Financials 28.89%
2 Healthcare 15.76%
3 Industrials 11.79%
4 Technology 10.12%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$144M 5.04%
888,508
-34,269
2
$104M 3.63%
834,659
-53,360
3
$102M 3.54%
555,466
-18,469
4
$88M 3.07%
1,593,030
-75,707
5
$84.8M 2.96%
95,129
-3,382
6
$81.1M 2.83%
2,890,019
+164,179
7
$76.1M 2.66%
1,818,522
-93,990
8
$73.5M 2.57%
996,756
-31,334
9
$70.4M 2.46%
1,376,122
-35,812
10
$67.9M 2.37%
4,691,300
-228,591
11
$66.7M 2.33%
3,518,168
+166,620
12
$66M 2.3%
1,625,982
-109,975
13
$65.9M 2.3%
499,378
-14,654
14
$64.3M 2.25%
1,237,734
-38,417
15
$63.1M 2.2%
3,443,798
-164,590
16
$63.1M 2.2%
626,699
-31,130
17
$62M 2.16%
572,710
-28,101
18
$61M 2.13%
335,765
-4,065
19
$59.5M 2.08%
1,448,104
-76,401
20
$56.2M 1.96%
1,509,260
-68,220
21
$54.4M 1.9%
1,029,982
+271,457
22
$52.9M 1.85%
985,212
-44,234
23
$48.1M 1.68%
1,315,147
+33,500
24
$47.1M 1.65%
1,235,120
-60,640
25
$45.9M 1.6%
774,631
-15,090