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
$466M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4.31M
3
+$3.83M
4
BR icon
Broadridge
BR
+$2.25M
5
VMW
VMware, Inc
VMW
+$1.45M

Top Sells

1
+$4.06M
2
+$770K
3
+$652K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$517K
5
AAPL icon
Apple
AAPL
+$413K

Sector Composition

1 Healthcare 17.81%
2 Technology 16.25%
3 Industrials 6.73%
4 Financials 6.51%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.57M 1.2%
14,000
+1,128
27
$5.37M 1.15%
73,027
+58,643
28
$5.35M 1.15%
44,906
-645
29
$5.19M 1.11%
68,430
-800
30
$4.89M 1.05%
112,555
+18,543
31
$4.85M 1.04%
89,642
-341
32
$4.63M 0.99%
24,470
+160
33
$4.56M 0.98%
93,438
+9,974
34
$4.16M 0.89%
47,188
35
$4.02M 0.86%
32,911
-3,383
36
$3.64M 0.78%
23,500
+260
37
$3.27M 0.7%
124,009
+7,884
38
$3M 0.64%
19,629
+14,702
39
$2.94M 0.63%
28,500
-760
40
$2.76M 0.59%
9,045
-128
41
$2.76M 0.59%
33,439
+945
42
$2.62M 0.56%
24,951
-1,475
43
$2.58M 0.55%
15,717
+189
44
$2.47M 0.53%
23,840
-200
45
$2.23M 0.48%
11,534
-76
46
$2.18M 0.47%
39,457
-545
47
$1.99M 0.43%
10,767
-150
48
$1.91M 0.41%
13,462
+50
49
$1.77M 0.38%
46,135
+100
50
$1.69M 0.36%
11,290
+570
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