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
$3.05B
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1 +$55.4M
2 +$19.2M
3 +$5.66M
4
ESTR
Estre Ambiental, Inc.
ESTR
+$3.67M
5
RDNT icon
RadNet
RDNT
+$1.35M

Top Sells

1 +$72.8M
2 +$11.5M
3 +$11M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$9.52M
5
CACC icon
Credit Acceptance
CACC
+$9.44M

Sector Composition

1 Financials 29.72%
2 Healthcare 15.36%
3 Energy 11.35%
4 Technology 10.6%
5 Communication Services 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$152M 4.99%
758,449
-22,387
2
$125M 4.09%
4,006,233
-105,673
3
$118M 3.86%
1,374,518
-21,279
4
$107M 3.5%
3,337,218
-65,865
5
$105M 3.45%
325,539
-29,185
6
$104M 3.4%
3,093,673
+34,943
7
$100M 3.28%
386,228
-30,457
8
$86.3M 2.83%
75,755
-5,859
9
$85.9M 2.82%
770,104
-11,084
10
$83.7M 2.75%
3,530,112
-253,294
11
$80.1M 2.63%
1,403,213
-124,730
12
$78.9M 2.59%
575,565
-20,862
13
$77.8M 2.55%
1,486,140
-8,440
14
$76.2M 2.5%
394,381
-7,577
15
$71.2M 2.33%
4,265,697
+3,322,807
16
$69.7M 2.29%
651,807
-12,635
17
$65.1M 2.13%
1,016,551
-20,715
18
$60.1M 1.97%
429,826
-35,565
19
$57.5M 1.89%
705,247
-77,560
20
$54.2M 1.78%
665,963
+69,504
21
$54.2M 1.78%
273,342
-16,896
22
$52.9M 1.74%
1,477,137
-77,706
23
$52.8M 1.73%
816,741
-43,307
24
$52.1M 1.71%
990,040
-28,160
25
$49.4M 1.62%
732,961
-163,958