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
$249M
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$829K
3
+$732K
4
BDX icon
Becton Dickinson
BDX
+$675K
5
HON icon
Honeywell
HON
+$673K

Top Sells

1
+$4.9M
2
+$4.25M
3
+$2.43M
4
PEP icon
PepsiCo
PEP
+$954K
5
CELG
Celgene Corp
CELG
+$757K

Sector Composition

1 Healthcare 16.44%
2 Technology 11.93%
3 Industrials 9.59%
4 Financials 7.34%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.33M 1.34%
22,602
+1,045
27
$3.23M 1.3%
43,920
-6,410
28
$2.91M 1.17%
22,561
+125
29
$2.8M 1.13%
41,045
-888
30
$2.75M 1.11%
25,327
+393
31
$2.6M 1.05%
52,603
+1,235
32
$2.56M 1.03%
65,145
-1,895
33
$2.5M 1%
37,299
+19,238
34
$2.22M 0.89%
48,597
-3,417
35
$2.07M 0.83%
40,975
-3,360
36
$2.02M 0.81%
63,563
+4,075
37
$1.95M 0.78%
115,300
+12,300
38
$1.82M 0.73%
37,874
+7,733
39
$1.78M 0.72%
7,081
+601
40
$1.58M 0.64%
13,640
-250
41
$1.47M 0.59%
9,330
-182
42
$1.37M 0.55%
22,281
-988
43
$1.34M 0.54%
14,672
+1,200
44
$1.33M 0.53%
33,620
+14,024
45
$1.25M 0.5%
16,660
+3,300
46
$1.19M 0.48%
27,413
+13,672
47
$1.18M 0.47%
6,848
+674
48
$1.14M 0.46%
14,664
+5,120
49
$1.12M 0.45%
53,024
-720
50
$1.07M 0.43%
7,383
-465
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