BCMO

Buckingham Capital Management (Ohio) Portfolio holdings

AUM $872M
1-Year Est. Return 18.49%
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$4.33M
3
+$1.7M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.63M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$661K

Top Sells

1
+$4.41M
2
+$4.31M
3
+$1.15M
4
BMY icon
Bristol-Myers Squibb
BMY
+$662K
5
AZN icon
AstraZeneca
AZN
+$506K

Sector Composition

1 Technology 11.9%
2 Healthcare 9.04%
3 Financials 8.52%
4 Industrials 7.37%
5 Consumer Staples 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.12M 0.99%
54,197
+714
27
$3.04M 0.96%
130,812
+7,108
28
$2.97M 0.94%
70,037
+1,365
29
$2.91M 0.92%
117,708
+1,330
30
$2.87M 0.91%
68,815
+6,328
31
$2.78M 0.88%
56,754
+2,582
32
$2.77M 0.87%
122,751
+4,993
33
$2.76M 0.87%
40,384
+1,320
34
$2.7M 0.85%
211,866
-10,038
35
$2.61M 0.82%
46,181
+1,755
36
$2.55M 0.81%
32,232
+1,044
37
$2.41M 0.76%
50,479
+5,333
38
$2.38M 0.75%
23,607
-470
39
$2.31M 0.73%
36,869
-7,407
40
$2.25M 0.71%
84,428
+2,078
41
$2.25M 0.71%
51,975
+923
42
$2.25M 0.71%
19,499
-482
43
$2.15M 0.68%
40,744
+4,068
44
$2.1M 0.66%
111,963
+18,090
45
$2.06M 0.65%
27,313
+335
46
$2.04M 0.65%
77,652
+12,206
47
$2.03M 0.64%
25,148
-60
48
$1.9M 0.6%
9,623
-537
49
$1.89M 0.6%
65,796
+4,383
50
$1.89M 0.6%
22,926
-286
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