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
$391M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$962K
3
+$904K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$591K
5
LOW icon
Lowe's Companies
LOW
+$542K

Top Sells

1
+$6.41M
2
+$2.01M
3
+$1.76M
4
LMT icon
Lockheed Martin
LMT
+$1.07M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$714K

Sector Composition

1 Technology 11.61%
2 Healthcare 9.53%
3 Financials 9.34%
4 Consumer Staples 6.66%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 0.89%
108,607
+7,304
27
$3.49M 0.89%
115,802
-4,618
28
$3.42M 0.87%
38,107
-16
29
$3.4M 0.87%
29,472
+8,326
30
$3.26M 0.83%
140,433
-75,812
31
$3.24M 0.83%
19,381
-9
32
$3.15M 0.8%
28,959
+155
33
$3.04M 0.78%
42,070
+1,618
34
$2.91M 0.74%
26,208
+2,763
35
$2.9M 0.74%
63,758
+613
36
$2.87M 0.73%
96,576
+2,801
37
$2.74M 0.7%
64,732
+115
38
$2.65M 0.68%
62,085
-3,104
39
$2.61M 0.67%
60,820
+744
40
$2.53M 0.65%
31,446
+1,950
41
$2.5M 0.64%
32,210
-955
42
$2.39M 0.61%
30,454
+1,520
43
$2.37M 0.61%
44,952
+125
44
$2.26M 0.58%
19,694
-276
45
$2.23M 0.57%
153,789
+12,672
46
$2.22M 0.57%
37,294
+1,181
47
$2.22M 0.57%
20,332
+190
48
$2.19M 0.56%
71,720
+1,661
49
$2.19M 0.56%
35,214
-1,620
50
$2.17M 0.55%
62,604
+11,699
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