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
$377M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$2.15M
3
+$1.94M
4
DLR icon
Digital Realty Trust
DLR
+$1.41M
5
HSY icon
Hershey
HSY
+$693K

Top Sells

1
+$4.17M
2
+$2.06M
3
+$1.38M
4
ORCL icon
Oracle
ORCL
+$1.04M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$658K

Sector Composition

1 Technology 11.13%
2 Healthcare 9.72%
3 Financials 9.23%
4 Consumer Staples 7.18%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.38M 0.9%
101,303
+6,171
27
$3.23M 0.86%
38,123
-575
28
$3.1M 0.82%
54,802
+2,612
29
$3.05M 0.81%
28,804
+40
30
$2.95M 0.78%
19,390
+1,324
31
$2.93M 0.78%
64,617
+506
32
$2.89M 0.77%
40,452
+1,368
33
$2.89M 0.77%
120,420
-8,010
34
$2.79M 0.74%
21,444
+1,738
35
$2.71M 0.72%
63,145
-15,351
36
$2.64M 0.7%
33,165
+3,645
37
$2.6M 0.69%
23,445
+2,824
38
$2.58M 0.69%
71,630
-7,976
39
$2.54M 0.68%
21,146
+4,150
40
$2.47M 0.66%
44,827
-433
41
$2.42M 0.64%
60,076
+5,048
42
$2.39M 0.63%
65,189
+36
43
$2.38M 0.63%
19,970
+363
44
$2.34M 0.62%
29,496
+4,560
45
$2.31M 0.61%
26,672
-567
46
$2.29M 0.61%
28,934
+1,268
47
$2.29M 0.61%
16,618
+534
48
$2.17M 0.58%
23,089
+2,782
49
$2.17M 0.58%
20,142
+304
50
$2.14M 0.57%
36,834
-6,438
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