BMM
Buffington Mohr McNeal Portfolio holdings
AUM
$507M
This Quarter Return
+3.84%
1 Year Return
+5.85%
3 Year Return
+29.3%
5 Year Return
+113.15%
10 Year Return
+205.95%
AUM
$162M
AUM Growth
+$162M
(+1.8%)
Cap. Flow
-$4.49M
Cap. Flow
% of AUM
-2.77%
Top 10 Holdings %
Top 10 Hldgs %
63.75%
Holding
85
New
8
Increased
17
Reduced
32
Closed
9
Top Buys
| 1 |
Duke Energy
DUK
|
$2.45M |
| 2 |
DuPont de Nemours
DD
|
$1.38M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$1.05M |
| 4 |
MRO
Marathon Oil Corporation
MRO
|
$717K |
| 5 |
CB
CHUBB CORPORATION
CB
|
$292K |
Top Sells
| 1 |
Consolidated Edison
ED
|
$2.63M |
| 2 |
Cisco
CSCO
|
$1.92M |
| 3 |
Lazard
LAZ
|
$1.56M |
| 4 |
International Paper
IP
|
$1.24M |
| 5 |
Equity Residential
EQR
|
$958K |
Sector Composition
| 1 | Energy | 6.27% |
| 2 | Consumer Staples | 5.85% |
| 3 | Healthcare | 4.87% |
| 4 | Industrials | 3% |
| 5 | Financials | 2.89% |
