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
$433M
AUM Growth
+$6.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$2.08M
3
+$1.75M
4
NWL icon
Newell Brands
NWL
+$1.5M
5
UNH icon
UnitedHealth
UNH
+$1.46M

Top Sells

1
+$2.93M
2
+$2.36M
3
+$1.39M
4
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$1.34M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.29M

Sector Composition

1 Technology 10.45%
2 Financials 9.84%
3 Healthcare 9.4%
4 Industrials 6.41%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.64M 0.84%
157,419
+8,156
27
$3.58M 0.83%
23,690
+2,585
28
$3.55M 0.82%
44,084
-2,820
29
$3.54M 0.82%
48,825
-6,603
30
$3.48M 0.8%
111,273
-44,464
31
$3.48M 0.8%
84,135
-9,615
32
$3.4M 0.79%
68,061
+19,808
33
$3.38M 0.78%
118,695
-7,011
34
$3.27M 0.75%
28,299
-2,028
35
$3.14M 0.72%
24,564
-2,002
36
$3.08M 0.71%
59,240
-5,744
37
$2.97M 0.69%
30,956
+305
38
$2.96M 0.68%
33,945
-1,671
39
$2.95M 0.68%
61,964
+3,868
40
$2.94M 0.68%
35,559
-4,186
41
$2.7M 0.62%
46,242
+1,192
42
$2.65M 0.61%
59,149
-2,781
43
$2.62M 0.6%
35,291
+420
44
$2.6M 0.6%
36,095
+1,738
45
$2.54M 0.59%
13,337
+702
46
$2.53M 0.58%
101,739
+83,864
47
$2.47M 0.57%
37,495
-850
48
$2.44M 0.56%
31,480
+565
49
$2.42M 0.56%
19,160
-1,130
50
$2.41M 0.56%
53,955
-25,228
1
2
3 4 5