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
$311M
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.3M
3
+$1.72M
4
RTX icon
RTX Corp
RTX
+$1.44M
5
V icon
Visa
V
+$1.4M

Top Sells

1
+$1.7M
2
+$994K
3
+$469K
4
NKE icon
Nike
NKE
+$363K
5
UAL icon
United Airlines
UAL
+$285K

Sector Composition

1 Healthcare 16.01%
2 Technology 12.54%
3 Industrials 10.29%
4 Financials 7.06%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.17M 1.34%
104,413
-67
27
$3.78M 1.22%
42,845
-1,075
28
$3.68M 1.18%
174,607
-3,950
29
$3.61M 1.16%
69,745
+4,600
30
$3.43M 1.1%
42,440
+1,395
31
$3.31M 1.07%
41,905
+29,140
32
$3.16M 1.02%
22,620
+59
33
$3.15M 1.01%
25,549
+222
34
$2.76M 0.89%
50,809
+12,935
35
$2.71M 0.87%
53,630
+1,027
36
$2.57M 0.83%
62,097
-1,466
37
$2.41M 0.78%
40,670
-305
38
$2.37M 0.76%
8,342
+1,261
39
$2.33M 0.75%
48,319
-278
40
$2.29M 0.74%
42,375
+14,962
41
$2.17M 0.7%
13,875
+8,973
42
$2.14M 0.69%
20,187
+16,221
43
$1.96M 0.63%
13,605
-35
44
$1.61M 0.52%
33,912
+292
45
$1.48M 0.48%
16,660
46
$1.48M 0.48%
69,791
+16,767
47
$1.38M 0.45%
+65,738
48
$1.38M 0.44%
7,199
+351
49
$1.38M 0.44%
8,129
-1,201
50
$1.36M 0.44%
13,021
-1,651
1
2
3 4 5