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
$427M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$2.39M
3
+$1.81M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.39M
5
PRU icon
Prudential Financial
PRU
+$1.06M

Top Sells

1
+$2.38M
2
+$1.55M
3
+$1.35M
4
CSCO icon
Cisco
CSCO
+$967K
5
ADM icon
Archer Daniels Midland
ADM
+$711K

Sector Composition

1 Technology 10.94%
2 Financials 9.76%
3 Healthcare 8.66%
4 Industrials 6.57%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.68M 0.86%
46,904
+881
27
$3.65M 0.85%
93,750
-12,148
28
$3.62M 0.85%
229,104
+40,185
29
$3.61M 0.85%
55,428
-5,239
30
$3.51M 0.82%
21,413
+645
31
$3.47M 0.81%
149,263
+6,120
32
$3.39M 0.79%
30,327
+219
33
$3.39M 0.79%
43,653
+928
34
$3.35M 0.78%
64,984
+2,930
35
$3.2M 0.75%
35,616
-1,271
36
$3.18M 0.74%
26,566
+799
37
$3.15M 0.74%
39,745
+5,110
38
$3M 0.7%
21,105
+4,435
39
$3M 0.7%
38,345
+3,869
40
$2.69M 0.63%
10,804
+2,611
41
$2.68M 0.63%
58,096
+6,268
42
$2.63M 0.62%
45,050
+6,909
43
$2.63M 0.62%
61,930
-2,374
44
$2.6M 0.61%
30,651
+8,194
45
$2.55M 0.6%
34,871
+4,764
46
$2.54M 0.59%
30,915
+2,926
47
$2.47M 0.58%
66,037
+3,496
48
$2.45M 0.57%
20,290
+90
49
$2.44M 0.57%
32,640
+1,020
50
$2.43M 0.57%
50,255
+2,025
1
2
3 4 5