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
$403M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$1.07M
3
+$981K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$639K
5
MCD icon
McDonald's
MCD
+$595K

Top Sells

1
+$4.83M
2
+$1.9M
3
+$1.01M
4
CTSH icon
Cognizant
CTSH
+$612K
5
AFL icon
Aflac
AFL
+$591K

Sector Composition

1 Technology 11.15%
2 Financials 10%
3 Healthcare 8.49%
4 Industrials 6.92%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.63M 0.9%
46,023
+1,228
27
$3.42M 0.85%
105,898
-9,904
28
$3.37M 0.84%
109,441
+834
29
$3.34M 0.83%
143,143
+2,710
30
$3.24M 0.8%
42,725
+655
31
$3.19M 0.79%
62,054
+1,234
32
$3.15M 0.78%
30,108
+1,149
33
$3.1M 0.77%
36,887
-1,220
34
$3.1M 0.77%
89,789
-6,787
35
$3.04M 0.75%
20,768
+1,387
36
$2.99M 0.74%
34,635
+3,189
37
$2.89M 0.72%
34,476
+4,022
38
$2.86M 0.71%
25,767
-441
39
$2.84M 0.71%
188,919
+35,130
40
$2.67M 0.66%
64,304
-428
41
$2.61M 0.65%
59,166
-4,592
42
$2.47M 0.61%
20,200
+506
43
$2.38M 0.59%
57,949
-4,136
44
$2.34M 0.58%
51,828
+6,682
45
$2.32M 0.57%
33,678
-1,536
46
$2.31M 0.57%
48,230
+13,321
47
$2.3M 0.57%
20,074
-258
48
$2.3M 0.57%
27,194
-5,016
49
$2.27M 0.56%
44,556
-396
50
$2.24M 0.56%
31,620
-90
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2
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