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
51
$1.04M 0.42%
17,670
-500
52
$1.02M 0.41%
29,728
-325
53
$979K 0.39%
18,740
+6,700
54
$913K 0.37%
17,640
+1,400
55
$894K 0.36%
9,850
-1,075
56
$852K 0.34%
12,765
+2,590
57
$850K 0.34%
3,413
+752
58
$829K 0.33%
+44,000
59
$809K 0.33%
5,650
-305
60
$796K 0.32%
6,880
+830
61
$778K 0.31%
10,490
+2,230
62
$754K 0.3%
13,412
-1,860
63
$741K 0.3%
5,660
+1,348
64
$732K 0.29%
+60,000
65
$724K 0.29%
10,310
-205
66
$713K 0.29%
10,850
67
$712K 0.29%
6,548
-1,314
68
$704K 0.28%
3,730
69
$703K 0.28%
8,065
+900
70
$700K 0.28%
11,234
+70
71
$700K 0.28%
3,048
72
$696K 0.28%
7,481
73
$683K 0.27%
22,613
+4,378
74
$676K 0.27%
27,425
+8,600
75
$670K 0.27%
3,283
+700
1 2
3
4 5