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
$347M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$4.13M
3
+$2.91M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.11M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2M

Top Sells

1
+$6.86M
2
+$1.44M
3
+$1.19M
4
IBM icon
IBM
IBM
+$1.07M
5
CAT icon
Caterpillar
CAT
+$877K

Sector Composition

1 Technology 11.97%
2 Healthcare 9.05%
3 Financials 8.99%
4 Industrials 7.34%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 0.86%
35,189
+411
27
$2.96M 0.85%
46,208
+3,901
28
$2.94M 0.85%
91,958
-14,422
29
$2.91M 0.84%
180,517
+17,251
30
$2.88M 0.83%
48,728
-3,192
31
$2.8M 0.81%
42,830
-66
32
$2.79M 0.8%
68,610
+291
33
$2.69M 0.77%
66,268
-2,915
34
$2.66M 0.77%
117,868
+8,759
35
$2.63M 0.76%
41,756
+2,122
36
$2.63M 0.76%
72,680
+8
37
$2.58M 0.74%
24,949
-2,632
38
$2.55M 0.73%
50,423
-28,537
39
$2.37M 0.68%
54,153
-993
40
$2.35M 0.68%
33,966
-311
41
$2.33M 0.67%
31,575
+5,236
42
$2.32M 0.67%
29,796
+2,043
43
$2.26M 0.65%
68,437
+9,035
44
$2.19M 0.63%
22,946
+2,325
45
$2.17M 0.63%
23,181
-620
46
$2.16M 0.62%
87,569
-494
47
$2.08M 0.6%
24,654
+913
48
$2.05M 0.59%
155,973
-23,685
49
$2.03M 0.59%
17,892
-655
50
$2M 0.57%
+138,780
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