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
$358M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.71M
3
+$1.86M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$908K
5
BA icon
Boeing
BA
+$667K

Top Sells

1
+$6.97M
2
+$3.92M
3
+$2.66M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.2M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.46M

Sector Composition

1 Technology 11.44%
2 Financials 9.58%
3 Healthcare 9.29%
4 Industrials 6.84%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 0.88%
32,239
+4,571
27
$3.11M 0.87%
39,157
-1,717
28
$2.85M 0.8%
51,576
+2,404
29
$2.79M 0.78%
19,314
+4,615
30
$2.78M 0.78%
17,120
+2,195
31
$2.78M 0.78%
106,917
+5,113
32
$2.74M 0.77%
63,798
-1,527
33
$2.74M 0.77%
194,229
+1,656
34
$2.69M 0.75%
87,708
+4,687
35
$2.63M 0.74%
39,471
+400
36
$2.63M 0.74%
71,937
-9,240
37
$2.59M 0.72%
47,026
-190
38
$2.53M 0.71%
135,439
+15,215
39
$2.45M 0.69%
24,549
+1,305
40
$2.44M 0.68%
39,040
+2,454
41
$2.42M 0.68%
80,926
-2,330
42
$2.37M 0.66%
55,587
-1,274
43
$2.31M 0.65%
38,497
-3,916
44
$2.16M 0.61%
20,696
-440
45
$2.14M 0.6%
32,934
+4,820
46
$2.12M 0.59%
27,537
-726
47
$2.11M 0.59%
16,570
+339
48
$2.06M 0.58%
35,144
-7,487
49
$2.06M 0.58%
20,829
+1,193
50
$2M 0.56%
15,164
-605
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