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
$512M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$4.02M
3
+$2.42M
4
AVGO icon
Broadcom
AVGO
+$1.59M
5
CCL icon
Carnival Corp
CCL
+$1.09M

Top Sells

1
+$15.3M
2
+$7.45M
3
+$2.6M
4
CA
CA, Inc.
CA
+$1.05M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.01M

Sector Composition

1 Technology 11.56%
2 Healthcare 9.33%
3 Financials 8.85%
4 Consumer Discretionary 6.07%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.79M 0.94%
28,610
-3,597
27
$4.78M 0.93%
30,080
+2,312
28
$4.72M 0.92%
49,891
-148
29
$4.7M 0.92%
50,863
-92
30
$4.7M 0.92%
69,484
+5,102
31
$4.68M 0.91%
53,757
+1,184
32
$4.5M 0.88%
28,231
+1,123
33
$4.49M 0.88%
51,058
+1,180
34
$4.44M 0.87%
52,213
+39
35
$4.28M 0.84%
39,195
+2,350
36
$3.92M 0.77%
34,747
+755
37
$3.82M 0.75%
18,449
-447
38
$3.75M 0.73%
64,934
+2,219
39
$3.72M 0.73%
33,111
+155
40
$3.67M 0.72%
32,853
+946
41
$3.63M 0.71%
86,745
-19,296
42
$3.47M 0.68%
38,421
+4,743
43
$3.43M 0.67%
135,195
+6,047
44
$3.39M 0.66%
87,718
+3,588
45
$3.17M 0.62%
36,307
+2,205
46
$3.05M 0.6%
23,481
+232
47
$3.05M 0.6%
34,080
+1,074
48
$3.02M 0.59%
122,190
+64,440
49
$2.83M 0.55%
53,524
-1,785
50
$2.83M 0.55%
69,824
+730
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