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
$320M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.7M
3
+$916K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$777K
5
ECL icon
Ecolab
ECL
+$626K

Top Sells

1
+$1.38M
2
+$508K
3
+$480K
4
WY icon
Weyerhaeuser
WY
+$448K
5
CELG
Celgene Corp
CELG
+$391K

Sector Composition

1 Healthcare 15.87%
2 Technology 12.7%
3 Industrials 10.75%
4 Financials 6.86%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.37M 1.37%
103,263
-1,150
27
$4.35M 1.36%
99,279
-6,275
28
$3.86M 1.21%
42,345
-500
29
$3.82M 1.19%
59,958
+9,149
30
$3.55M 1.11%
168,486
-6,121
31
$3.54M 1.11%
69,350
-395
32
$3.23M 1.01%
63,471
+9,841
33
$3.2M 1%
25,734
+185
34
$3.12M 0.97%
40,681
-1,759
35
$3.11M 0.97%
22,359
-261
36
$2.59M 0.81%
8,794
+452
37
$2.55M 0.8%
14,669
+794
38
$2.46M 0.77%
39,105
-1,565
39
$2.45M 0.77%
44,715
+2,340
40
$2.43M 0.76%
46,347
-1,972
41
$2.35M 0.74%
20,485
+298
42
$2.3M 0.72%
59,597
-2,500
43
$2.13M 0.67%
13,235
-370
44
$1.8M 0.56%
82,246
+77,601
45
$1.59M 0.5%
32,092
-1,820
46
$1.52M 0.48%
71,504
+1,713
47
$1.5M 0.47%
7,195
-4
48
$1.45M 0.45%
15,360
-1,300
49
$1.45M 0.45%
13,476
+455
50
$1.4M 0.44%
66,203
+465
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2
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