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
$336M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.49M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.26M
5
EMC
EMC CORPORATION
EMC
+$1.02M

Top Sells

1
+$1.61M
2
+$1.34M
3
+$1.32M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$957K
5
RTN
Raytheon Company
RTN
+$691K

Sector Composition

1 Technology 12.62%
2 Healthcare 9.41%
3 Financials 9.04%
4 Industrials 7.59%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 0.97%
106,380
+676
27
$3.21M 0.96%
34,778
+617
28
$3.17M 0.94%
68,319
-1,086
29
$2.96M 0.88%
51,920
-7,384
30
$2.92M 0.87%
69,183
-581
31
$2.83M 0.84%
18,451
-1,035
32
$2.81M 0.84%
42,896
+1,588
33
$2.72M 0.81%
109,109
-13,571
34
$2.66M 0.79%
27,581
+18
35
$2.64M 0.79%
72,672
-912
36
$2.57M 0.77%
42,307
+478
37
$2.55M 0.76%
34,277
+743
38
$2.53M 0.75%
163,266
+29,568
39
$2.48M 0.74%
55,146
+2,368
40
$2.39M 0.71%
179,658
-14,688
41
$2.35M 0.7%
17,287
-1,951
42
$2.23M 0.67%
88,063
-413
43
$2.2M 0.65%
39,634
+8,288
44
$2.13M 0.63%
23,801
-697
45
$2.03M 0.6%
23,741
+627
46
$2M 0.6%
27,753
+687
47
$2M 0.6%
21,374
-805
48
$1.95M 0.58%
20,621
+816
49
$1.95M 0.58%
18,547
-610
50
$1.95M 0.58%
17,501
-135
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