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
76
$626K 0.24%
2,550
+50
77
$617K 0.23%
7,904
+1,325
78
$595K 0.22%
4,200
79
$582K 0.22%
2,144
+114
80
$577K 0.22%
10,850
-1,000
81
$558K 0.21%
12,978
+193
82
$554K 0.21%
30,148
+548
83
$526K 0.2%
21,420
84
$524K 0.2%
18,575
+1,525
85
$513K 0.19%
3,117
+159
86
$512K 0.19%
4,685
87
$507K 0.19%
5,940
-110
88
$495K 0.19%
3,690
-425
89
$494K 0.19%
5,825
90
$493K 0.19%
17,910
+1,135
91
$467K 0.18%
1,315
+5
92
$463K 0.17%
14,510
+1,800
93
$454K 0.17%
4,276
+151
94
$451K 0.17%
2,416
+105
95
$432K 0.16%
+7,465
96
$415K 0.16%
8,222
+2,222
97
$404K 0.15%
3,666
98
$379K 0.14%
10,400
99
$366K 0.14%
7,491
100
$365K 0.14%
2,674
1 2 3
4
5