BMM

Buffington Mohr McNeal Portfolio holdings

AUM $507M
1-Year Est. Return 5.85%
This Quarter Est. Return
1 Year Est. Return
+5.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.7M
3
+$916K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$777K
5
ECL icon
Ecolab
ECL
+$626K

Top Sells

1
+$1.38M
2
+$508K
3
+$480K
4
WY icon
Weyerhaeuser
WY
+$448K
5
CELG
Celgene Corp
CELG
+$391K

Sector Composition

1 Healthcare 15.87%
2 Technology 12.7%
3 Industrials 10.75%
4 Financials 6.86%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
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