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
1
$47.6M 7.83%
2,105,472
+25,365
2
$32.1M 5.28%
74,667
+651
3
$31.3M 5.15%
35,337
+149
4
$28.4M 4.68%
49,281
+6,884
5
$24.1M 3.96%
106,579
-728
6
$17.9M 2.95%
385,311
+20,284
7
$17.9M 2.94%
271,014
+11,131
8
$17.5M 2.87%
62,785
-780
9
$16.8M 2.77%
27,222
-195
10
$16.5M 2.71%
252,667
+1,901
11
$16M 2.64%
19,795
-30
12
$15.3M 2.52%
117,138
+1,202
13
$14.3M 2.36%
67,908
+943
14
$14.2M 2.34%
584,583
+18,279
15
$13.6M 2.24%
642,523
+24,837
16
$13.5M 2.22%
607,607
+14,142
17
$13.2M 2.18%
56,824
+3,524
18
$11.8M 1.94%
231,973
+172,990
19
$11.5M 1.89%
61,599
+2,395
20
$11.4M 1.88%
41,498
+719
21
$11M 1.81%
64,143
-433
22
$10M 1.65%
60,988
+2,027
23
$9.51M 1.56%
83,726
+588
24
$9.1M 1.5%
54,412
+12,170
25
$8.98M 1.48%
30,149
-1,197
1
2 3 4 5