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
$493M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$15.6M
3
+$3.66M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.81M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.66M

Top Sells

1
+$22.4M
2
+$12.2M
3
+$3.81M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.3M
5
GE icon
GE Aerospace
GE
+$1.25M

Sector Composition

1 Technology 11.13%
2 Healthcare 8.92%
3 Financials 8.91%
4 Consumer Discretionary 5.88%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.89M 0.99%
50,955
-589
27
$4.64M 0.94%
50,039
+10,032
28
$4.37M 0.89%
52,573
+3,590
29
$4.32M 0.88%
52,174
-2,626
30
$4.19M 0.85%
24,810
+5,113
31
$4.15M 0.84%
49,878
+1,322
32
$3.89M 0.79%
84,130
+998
33
$3.82M 0.78%
33,992
-1,305
34
$3.79M 0.77%
27,768
+1,825
35
$3.77M 0.77%
64,520
+3,352
36
$3.74M 0.76%
27,108
+316
37
$3.73M 0.76%
64,382
+1,363
38
$3.68M 0.75%
32,956
-3,293
39
$3.65M 0.74%
106,041
-25,918
40
$3.63M 0.74%
36,845
+5,810
41
$3.49M 0.71%
18,896
-383
42
$3.47M 0.71%
31,907
+1,689
43
$3.28M 0.67%
143,211
-38,071
44
$3.13M 0.64%
129,148
+4,840
45
$3.11M 0.63%
62,715
+8,376
46
$2.98M 0.61%
69,094
+260
47
$2.94M 0.6%
12,577
-848
48
$2.85M 0.58%
34,102
-405
49
$2.81M 0.57%
+33,678
50
$2.77M 0.56%
55,309
-2,630
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