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
$321M
AUM Growth
+$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.69M
3
+$1.75M
4
F icon
Ford
F
+$1.15M
5
VZ icon
Verizon
VZ
+$689K

Top Sells

1
+$2.69M
2
+$2.21M
3
+$1.42M
4
SYY icon
Sysco
SYY
+$1.09M
5
PETM
PETSMART INC
PETM
+$803K

Sector Composition

1 Technology 12.27%
2 Healthcare 9.27%
3 Financials 8.53%
4 Industrials 7.46%
5 Consumer Staples 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.09M 0.96%
59,304
-1,500
27
$3.08M 0.96%
105,704
+780
28
$2.98M 0.93%
69,764
-273
29
$2.95M 0.92%
64,626
+14,147
30
$2.89M 0.9%
73,584
-1,772
31
$2.71M 0.84%
46,951
+770
32
$2.68M 0.84%
41,829
+1,445
33
$2.65M 0.83%
122,680
-71
34
$2.51M 0.78%
33,534
+1,302
35
$2.5M 0.78%
194,346
-17,520
36
$2.44M 0.76%
83,571
+5,919
37
$2.35M 0.73%
88,476
+4,048
38
$2.3M 0.72%
22,717
-26,522
39
$2.21M 0.69%
52,778
+803
40
$2.2M 0.69%
41,308
+564
41
$2.19M 0.68%
27,563
+250
42
$2.14M 0.67%
19,238
-261
43
$2.1M 0.65%
22,179
-1,428
44
$1.99M 0.62%
24,498
-650
45
$1.98M 0.62%
133,698
+77,957
46
$1.86M 0.58%
41,674
-788
47
$1.84M 0.57%
19,805
+1,030
48
$1.83M 0.57%
29,279
-7,590
49
$1.82M 0.57%
9,183
-440
50
$1.8M 0.56%
64,450
-1,346
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