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
$357M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.28M
3
+$2.32M
4
AAPL icon
Apple
AAPL
+$902K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$792K

Top Sells

1
+$5.91M
2
+$736K
3
+$721K
4
CB
CHUBB CORPORATION
CB
+$495K
5
BDX icon
Becton Dickinson
BDX
+$465K

Sector Composition

1 Technology 11.68%
2 Healthcare 9.05%
3 Financials 9.05%
4 Industrials 7.15%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 0.84%
35,849
+660
27
$2.97M 0.83%
196,107
+15,590
28
$2.95M 0.83%
45,699
+3,943
29
$2.93M 0.82%
71,725
-6,727
30
$2.92M 0.82%
49,404
+676
31
$2.9M 0.81%
45,631
-577
32
$2.77M 0.78%
28,557
-216
33
$2.76M 0.77%
88,284
-3,674
34
$2.7M 0.76%
188,505
+49,725
35
$2.65M 0.74%
25,182
+233
36
$2.62M 0.73%
66,581
+313
37
$2.57M 0.72%
51,741
+1,318
38
$2.42M 0.68%
55,540
+1,387
39
$2.41M 0.67%
75,396
+6,959
40
$2.4M 0.67%
88,905
+1,336
41
$2.38M 0.67%
72,942
+262
42
$2.36M 0.66%
33,658
+2,083
43
$2.34M 0.66%
120,700
+2,832
44
$2.29M 0.64%
17,810
+683
45
$2.23M 0.62%
29,924
+128
46
$2.21M 0.62%
25,263
+609
47
$2.2M 0.62%
171,051
+15,078
48
$2.19M 0.61%
23,321
+375
49
$2.17M 0.61%
22,366
-815
50
$2.14M 0.6%
39,700
+1,630
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