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
51
$1.13M 0.43%
30,053
+3,470
52
$1.13M 0.43%
13,320
+1,620
53
$1.12M 0.42%
5,750
+126
54
$1.06M 0.4%
18,170
-1,100
55
$1.05M 0.39%
7,862
-747
56
$1.04M 0.39%
10,515
-300
57
$1.02M 0.38%
5,995
-15
58
$933K 0.35%
10,925
-825
59
$904K 0.34%
7,265
-65
60
$903K 0.34%
17,952
-8,566
61
$882K 0.33%
15,820
+700
62
$860K 0.32%
18,576
+3,020
63
$817K 0.31%
11,739
-473
64
$761K 0.29%
3,048
+6
65
$755K 0.28%
11,600
-1,050
66
$728K 0.27%
17,245
+1,163
67
$722K 0.27%
3,730
-500
68
$718K 0.27%
9,010
69
$694K 0.26%
5,241
+306
70
$690K 0.26%
7,481
+20
71
$677K 0.25%
12,243
+10
72
$677K 0.25%
10,050
+325
73
$661K 0.25%
11,700
+940
74
$652K 0.24%
15,205
+2,479
75
$644K 0.24%
594
+12
1 2
3
4 5