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
$339M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.36M
3
+$1.43M
4
CTSH icon
Cognizant
CTSH
+$1.13M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.1M

Top Sells

1
+$4.41M
2
+$3.37M
3
+$3.09M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.64M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.09M

Sector Composition

1 Technology 11.35%
2 Financials 9.09%
3 Healthcare 8.77%
4 Industrials 6.93%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 0.82%
49,172
+3,473
27
$2.73M 0.8%
36,687
+838
28
$2.67M 0.79%
27,668
+2,486
29
$2.62M 0.77%
65,325
-1,256
30
$2.61M 0.77%
192,573
-3,534
31
$2.52M 0.74%
47,216
-2,188
32
$2.5M 0.74%
101,804
+12,899
33
$2.47M 0.73%
83,021
+7,625
34
$2.45M 0.72%
39,071
+17,485
35
$2.44M 0.72%
42,631
-3,000
36
$2.44M 0.72%
100,999
-15,570
37
$2.42M 0.71%
83,256
-5,028
38
$2.41M 0.71%
42,413
+2,713
39
$2.33M 0.69%
56,861
+1,321
40
$2.25M 0.66%
36,586
+870
41
$2.19M 0.65%
23,244
-77
42
$2.08M 0.61%
21,136
-1,230
43
$2.06M 0.61%
14,925
+1,802
44
$2.02M 0.6%
28,114
+3,071
45
$1.95M 0.57%
58,860
-12,865
46
$1.93M 0.57%
63,540
+27,480
47
$1.93M 0.57%
14,699
+2,849
48
$1.89M 0.56%
23,984
-4,573
49
$1.89M 0.56%
28,263
-1,661
50
$1.88M 0.55%
17,198
-612
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