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
$476M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$1.68M
3
+$1.39M
4
ETN icon
Eaton
ETN
+$1M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1M

Top Sells

1
+$1.36M
2
+$1.02M
3
+$537K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$510K
5
CNI icon
Canadian National Railway
CNI
+$469K

Sector Composition

1 Technology 10.93%
2 Financials 10.03%
3 Healthcare 8.92%
4 Industrials 6.07%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.09M 0.86%
177,603
+15,024
27
$4.09M 0.86%
47,764
+2,750
28
$4.08M 0.86%
79,788
-1,119
29
$4.06M 0.85%
43,690
+2,644
30
$3.94M 0.83%
40,756
-2,952
31
$3.88M 0.82%
26,422
+972
32
$3.84M 0.81%
30,186
-759
33
$3.76M 0.79%
68,665
+4,531
34
$3.61M 0.76%
122,988
+564
35
$3.59M 0.75%
35,477
-364
36
$3.56M 0.75%
29,680
+1,282
37
$3.55M 0.75%
48,238
+876
38
$3.44M 0.72%
19,757
-750
39
$3.36M 0.71%
15,248
+1,397
40
$3.15M 0.66%
64,873
+2,899
41
$3.13M 0.66%
58,479
-523
42
$2.95M 0.62%
31,750
-1,312
43
$2.9M 0.61%
31,508
-1,356
44
$2.86M 0.6%
13,682
-560
45
$2.81M 0.59%
48,120
+7,520
46
$2.71M 0.57%
32,381
-12,196
47
$2.7M 0.57%
47,042
-445
48
$2.65M 0.56%
47,402
+17,655
49
$2.64M 0.55%
34,327
+1,144
50
$2.62M 0.55%
36,186
-5,708
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