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
51
$1.61M 0.35%
41,550
+7,135
52
$1.56M 0.34%
6,589
+26
53
$1.45M 0.31%
+9,660
54
$1.44M 0.31%
32,970
-544
55
$1.41M 0.3%
6,999
-150
56
$1.39M 0.3%
3,826
+130
57
$1.32M 0.28%
21,972
+5,220
58
$1.28M 0.27%
9,622
+179
59
$1.25M 0.27%
4,341
+6
60
$1.25M 0.27%
34,600
+600
61
$1.23M 0.26%
7,315
+70
62
$1.23M 0.26%
19,255
+300
63
$1.21M 0.26%
3,260
-130
64
$1.2M 0.26%
11,337
-69
65
$1.16M 0.25%
54,640
-3,225
66
$1.08M 0.23%
41,771
+3,345
67
$1.04M 0.22%
5,570
-575
68
$1.02M 0.22%
4,204
69
$1.01M 0.22%
19,222
+805
70
$1.01M 0.22%
7,465
+489
71
$988K 0.21%
12,789
+274
72
$977K 0.21%
3,538
+2,010
73
$974K 0.21%
4,596
+275
74
$964K 0.21%
846
-11
75
$871K 0.19%
3,950
-225
1 2
3
4 5