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
$2.69B
AUM Growth
+$441M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$24M
2 +$14.8M
3 +$7.81M
4
ESGR
Enstar Group
ESGR
+$3.32M
5
SCHW icon
Charles Schwab
SCHW
+$2.32M

Top Sells

1 +$11.4M
2 +$9.48M
3 +$8.96M
4
ABT icon
Abbott
ABT
+$6.48M
5
LUMN icon
Lumen
LUMN
+$6.27M

Sector Composition

1 Financials 34.33%
2 Healthcare 16.52%
3 Technology 15.69%
4 Communication Services 9.11%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$212M 7.88%
1,042,143
-44,048
2
$170M 6.33%
3,003,316
-65,262
3
$168M 6.24%
3,364,497
-71,290
4
$129M 4.81%
308,899
+3,984
5
$123M 4.57%
316,610
-6,199
6
$111M 4.12%
726,120
+21,704
7
$96.1M 3.57%
1,359,240
-16,660
8
$87.9M 3.27%
616,215
-5,873
9
$83.8M 3.11%
916,060
-70,869
10
$65.8M 2.45%
6,563,936
-624,766
11
$58M 2.16%
321,420
-22,923
12
$57.8M 2.15%
300,036
-2,193
13
$56.5M 2.1%
601,095
-3,677
14
$53.3M 1.98%
1,078,170
+16,184
15
$52.3M 1.95%
738,300
-7,940
16
$50.8M 1.89%
2,796,806
+9,890
17
$49.3M 1.83%
3,997,700
+36,517
18
$47.5M 1.76%
520,479
-1,217
19
$47.4M 1.76%
337,153
-2,435
20
$44.8M 1.66%
48,514
-945
21
$43.5M 1.62%
558,011
-14,403
22
$41.5M 1.54%
1,229,114
+68,620
23
$38.5M 1.43%
2,587,600
-73,445
24
$38.3M 1.42%
214,559
-5,298
25
$36.6M 1.36%
1,901,375
+405,430