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
126
– –
-1,229
127
– –
-10,519
128
– –
-1,250
2 3 4 5
6