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
$366M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$6.03M
3
+$5.65M
4
DLR icon
Digital Realty Trust
DLR
+$1.93M
5
MSFT icon
Microsoft
MSFT
+$1.86M

Top Sells

1
+$8.07M
2
+$3.9M
3
+$3.09M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.14M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.5M

Sector Composition

1 Technology 11.71%
2 Financials 9.27%
3 Healthcare 9.16%
4 Consumer Staples 6.99%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 0.87%
107,923
+1,006
27
$3.19M 0.87%
38,698
-459
28
$3.09M 0.84%
52,190
+614
29
$2.97M 0.81%
64,111
+313
30
$2.95M 0.8%
28,764
+4,215
31
$2.78M 0.76%
45,260
+6,220
32
$2.72M 0.74%
128,430
-7,009
33
$2.71M 0.74%
18,066
+946
34
$2.7M 0.74%
39,084
-387
35
$2.67M 0.73%
95,132
+7,424
36
$2.58M 0.7%
29,520
+20,508
37
$2.51M 0.69%
79,606
-1,320
38
$2.5M 0.68%
19,706
+392
39
$2.45M 0.67%
181,305
-12,924
40
$2.44M 0.67%
43,272
-3,754
41
$2.3M 0.63%
45,540
-77,413
42
$2.29M 0.62%
19,607
+1,959
43
$2.25M 0.61%
19,476
-1,220
44
$2.23M 0.61%
55,028
-559
45
$2.22M 0.61%
35,398
+3,061
46
$2.2M 0.6%
20,621
-208
47
$2.18M 0.59%
36,442
-2,055
48
$2.16M 0.59%
16,084
-486
49
$2.16M 0.59%
24,936
+1,236
50
$2.14M 0.58%
33,130
+196
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2
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