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
$608M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$3.97M
3
+$3.02M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.03M
5
AVGO icon
Broadcom
AVGO
+$949K

Top Sells

1
+$8.07M
2
+$4.25M
3
+$1.46M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$981K
5
ABT icon
Abbott
ABT
+$694K

Sector Composition

1 Technology 16.63%
2 Healthcare 10.78%
3 Financials 10.38%
4 Industrials 8.05%
5 Consumer Staples 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.31%
15,373
+14
52
$1.7M 0.28%
9,721
-100
53
$1.64M 0.27%
19,373
+250
54
$1.59M 0.26%
34,287
-9,227
55
$1.48M 0.24%
7,153
+15
56
$1.47M 0.24%
32,183
-262
57
$1.44M 0.24%
59,121
+20,736
58
$1.37M 0.23%
5,490
-25
59
$1.29M 0.21%
22,802
+19
60
$1.24M 0.2%
15,346
61
$1.21M 0.2%
24,918
-300
62
$1.21M 0.2%
15,028
+1,396
63
$1.19M 0.2%
4,786
+862
64
$1.19M 0.2%
31,600
-2,560
65
$1.19M 0.2%
11,375
66
$1.18M 0.19%
2,061
+63
67
$1.17M 0.19%
46,607
-822
68
$1.16M 0.19%
13,161
-212
69
$1.14M 0.19%
15,910
-920
70
$1.13M 0.19%
3,402
+200
71
$1.12M 0.18%
9,208
+223
72
$1.1M 0.18%
5,137
73
$1.08M 0.18%
4,380
74
$1.04M 0.17%
1,781
-13
75
$984K 0.16%
13,072
1 2
3
4 5