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
$266M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$719K
3
+$608K
4
CVX icon
Chevron
CVX
+$536K
5
MRK icon
Merck
MRK
+$432K

Top Sells

1
+$1.32M
2
+$1.28M
3
+$990K
4
PG icon
Procter & Gamble
PG
+$617K
5
MAS icon
Masco
MAS
+$505K

Sector Composition

1 Healthcare 13.66%
2 Technology 11.55%
3 Industrials 9.06%
4 Financials 7.76%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.52M 1.32%
42,525
-560
27
$3.49M 1.31%
69,125
-250
28
$3.16M 1.19%
67,415
-1,865
29
$3.12M 1.17%
24,664
+4,243
30
$3.1M 1.16%
59,138
31
$3.03M 1.14%
41,934
-700
32
$3.02M 1.13%
21,534
-831
33
$2.69M 1.01%
22,186
-10,901
34
$2.6M 0.98%
52,014
-1,057
35
$2.54M 0.95%
67,905
-13,500
36
$2.31M 0.87%
9,894
-82
37
$2.28M 0.86%
45,883
+14,482
38
$2.12M 0.8%
101,500
-2,150
39
$1.8M 0.68%
9,652
-33
40
$1.72M 0.65%
6,307
+43
41
$1.55M 0.58%
29,991
-1,938
42
$1.54M 0.58%
11,173
-470
43
$1.41M 0.53%
14,160
-50
44
$1.37M 0.51%
17,265
-1,005
45
$1.31M 0.49%
23,014
-1,275
46
$1.3M 0.49%
16,583
+4,969
47
$1.26M 0.47%
7,848
-530
48
$1.26M 0.47%
12,367
+725
49
$1.22M 0.46%
11,201
-9,095
50
$1.15M 0.43%
54,384
+5,539
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