BMM
Buffington Mohr McNeal Portfolio holdings
AUM
$507M
1-Year Return
5.85%
This Quarter Return
+15.66%
1 Year Return
+5.85%
3 Year Return
+29.3%
5 Year Return
+113.15%
10 Year Return
+205.95%
AUM
$311M
AUM Growth
+$61.8M
(+25%)
Cap. Flow
+$24M
Cap. Flow
% of AUM
7.73%
Top 10 Holdings %
Top 10 Hldgs %
36.88%
Holding
366
New
251
Increased
57
Reduced
42
Closed
2
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$3.5M |
| 2 |
Xylem
XYL
|
$2.3M |
| 3 |
Texas Instruments
TXN
|
$1.72M |
| 4 |
RTX Corp
RTX
|
$1.44M |
| 5 |
Visa
V
|
$1.4M |
Top Sells
| 1 |
FDC
First Data Corporation
FDC
|
$1.7M |
| 2 |
RPM International
RPM
|
$994K |
| 3 |
Henry Schein
HSIC
|
$469K |
| 4 |
Nike
NKE
|
$363K |
| 5 |
United Airlines
UAL
|
$285K |
Sector Composition
| 1 | Healthcare | 16.01% |
| 2 | Technology | 12.54% |
| 3 | Industrials | 10.3% |
| 4 | Financials | 7.06% |
| 5 | Consumer Staples | 3.89% |
