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
$509M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.2M
3
+$2.09M
4
TSM icon
TSMC
TSM
+$1.82M
5
AZN icon
AstraZeneca
AZN
+$1.25M

Top Sells

1
+$2.39M
2
+$2.35M
3
+$1.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.25M
5
BIIB icon
Biogen
BIIB
+$1.17M

Sector Composition

1 Technology 12.19%
2 Healthcare 9.41%
3 Financials 8.53%
4 Consumer Discretionary 5.92%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.56M 1.09%
135,825
+44,546
27
$5.53M 1.09%
69,705
-3,109
28
$5.47M 1.07%
34,547
+2,028
29
$5.12M 1.01%
48,679
-1,703
30
$5.05M 0.99%
58,951
+2,701
31
$4.99M 0.98%
64,682
+7,085
32
$4.79M 0.94%
159,350
+22,430
33
$4.72M 0.93%
29,725
+1,646
34
$4.69M 0.92%
38,238
+2,630
35
$4.45M 0.87%
88,798
+5,207
36
$4.1M 0.8%
50,689
-747
37
$4.08M 0.8%
34,281
+1,246
38
$4.03M 0.79%
21,219
-3,413
39
$3.79M 0.75%
51,030
+2,592
40
$3.78M 0.74%
73,121
+5,274
41
$3.68M 0.72%
38,710
+2,625
42
$3.63M 0.71%
31,629
+7,533
43
$3.56M 0.7%
89,694
+1,667
44
$3.5M 0.69%
65,164
-44,498
45
$3.42M 0.67%
38,603
-550
46
$3.35M 0.66%
141,569
+5,762
47
$3.27M 0.64%
40,630
-6,733
48
$3.11M 0.61%
32,980
-531
49
$2.91M 0.57%
72,278
-9,648
50
$2.9M 0.57%
36,321
+27,454
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