BCMO
Buckingham Capital Management (Ohio) Portfolio holdings
AUM
$872M
1-Year Est. Return
18.49%
1 Year Est. Return
+18.49%
AUM
$872M
AUM Growth
-$2.67M
(-0.31%)
Holding
144
Top Buys
| 1 | +$7.8M | |
| 2 | +$3.05M | |
| 3 | +$2.71M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$2.48M |
| 5 |
NiSource
NI
|
+$1.87M |
Top Sells
| 1 | +$3.9M | |
| 2 | +$2.83M | |
| 3 | +$2.82M | |
| 4 |
Broadcom
AVGO
|
+$1.83M |
| 5 |
Nike
NKE
|
+$1.64M |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 7.31% |
| 3 | Healthcare | 6.64% |
| 4 | Consumer Discretionary | 5.83% |
| 5 | Communication Services | 5.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Advanced Micro Devices
AMD
$416B
| $11.1M | 1.28% |
92,088
+1,254
|
|
||
27
Everest Group
EG
$13.2B
| $10.3M | 1.18% |
28,289
+116
|
|
||
28
Aecom
ACM
$17.8B
| $10.1M | 1.15% |
94,097
+171
|
|
||
29
Sysco
SYY
$35.6B
| $9.01M | 1.03% |
117,898
+1,513
|
|
||
30
Accenture
ACN
$155B
| $8.89M | 1.02% |
25,277
+2,151
|
|
||
31
Applied Materials
AMAT
$186B
| $8.59M | 0.98% |
52,789
+710
|
|
||
32
PepsiCo
PEP
$200B
| $7.64M | 0.88% |
50,211
+1,832
|
|
||
33
Walt Disney
DIS
$202B
| $7.39M | 0.85% |
66,380
-1,309
|
|
||
34
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
| $7.01M | 0.8% |
263,093
+4,267
|
|
||
35
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
| $6.74M | 0.77% |
108,203
-5,321
|
|
||
36
JPMorgan Chase
JPM
$847B
| $5.61M | 0.64% |
23,393
-1,182
|
|
||
37
Mondelez International
MDLZ
$74.1B
| $5.58M | 0.64% |
93,394
+18,961
|
|
||
38
Novo Nordisk
NVO
$220B
| $5.51M | 0.63% |
64,078
+31,543
|
|
||
39
Vanguard Total Stock Market ETF
VTI
$556B
| $5.48M | 0.63% |
18,897
-377
|
|
||
40
Phillips 66
PSX
$54.9B
| $5.2M | 0.6% |
45,684
-926
|
|
||
|
41
NiSource
NI
$19.9B
| $5.02M | 0.58% |
136,493
+50,990
|
|
||
42
Burlington
BURL
$17.2B
| $4.97M | 0.57% |
17,419
+10,693
|
|
||
43
TJX Companies
TJX
$156B
| $4.76M | 0.55% |
39,424
-23,374
|
|
||
44
Eli Lilly
LLY
$772B
| $4.73M | 0.54% |
6,123
-2,093
|
|
||
45
Welltower
WELL
$124B
| $4.61M | 0.53% |
36,563
+609
|
|
||
46
iShares Core S&P Small-Cap ETF
IJR
$84.9B
| $4.26M | 0.49% |
36,985
-1,549
|
|
||
47
Domino's
DPZ
$13.5B
| $4.18M | 0.48% |
9,954
+3,498
|
|
||
48
Nice
NICE
$8.44B
| $3.74M | 0.43% |
21,999
+2,785
|
|
||
49
Starbucks
SBUX
$91.9B
| $3.62M | 0.42% |
39,686
-3,435
|
|
||
50
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
| $3.26M | 0.37% |
41,727
-271
|
|