BMM
Buffington Mohr McNeal Portfolio holdings
AUM
$507M
This Quarter Return
+7.54%
1 Year Return
+5.85%
3 Year Return
+29.3%
5 Year Return
+113.15%
10 Year Return
+205.95%
AUM
$290M
AUM Growth
+$290M
(+8.8%)
Cap. Flow
+$9.61M
Cap. Flow
% of AUM
3.32%
Top 10 Holdings %
Top 10 Hldgs %
38.08%
Holding
119
New
2
Increased
54
Reduced
32
Closed
4
Top Buys
| 1 |
STI
SunTrust Banks, Inc.
STI
|
$2.96M |
| 2 |
Honeywell
HON
|
$2.83M |
| 3 |
Becton Dickinson
BDX
|
$2.09M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$673K |
| 5 |
Danaher
DHR
|
$547K |
Top Sells
| 1 |
Truist Financial
TFC
|
$3.49M |
| 2 |
LKQ Corp
LKQ
|
$463K |
| 3 |
Vulcan Materials
VMC
|
$359K |
| 4 |
Costco
COST
|
$311K |
| 5 |
PepsiCo
PEP
|
$298K |
Sector Composition
| 1 | Healthcare | 15.12% |
| 2 | Technology | 11.46% |
| 3 | Industrials | 10.19% |
| 4 | Financials | 7.14% |
| 5 | Consumer Staples | 4.21% |
