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
$463M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$4.61M
2 +$2.54M
3 +$1.48M
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$1.29M
5
MKL icon
Markel Group
MKL
+$1.09M

Sector Composition

1 Technology 17.95%
2 Healthcare 13.37%
3 Financials 9.65%
4 Industrials 8.58%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,268
127
-4,099
128
-851
129
-6,895