BC
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Brinker Capital’s Maximus MMS Stock Holding History

Brinker Capital’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-64,635
Closed -$4.63M – 1013
2017
Q4 		$4.63M Sell
64,635
-4,726
-7% -$318K 0.18% 121
2017
Q3 		$4.47M Sell
69,361
-7,280
-9% -$446K 0.19% 120
2017
Q2 		$4.8M Sell
76,641
-1,127
-1% -$69.9K 0.22% 108
2017
Q1 		$4.84M Buy
77,768
+7,396
+11% +$435K 0.23% 96
2016
Q4 		$3.93M Buy
+70,372
New +$3.82M 0.22% 104

Other funds holding MMS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return