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
$529M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$2.83M
3
+$2.04M
4
AZN icon
AstraZeneca
AZN
+$1.93M
5
NTAP icon
NetApp
NTAP
+$1.76M

Top Sells

1
+$4.52M
2
+$3.15M
3
+$2.59M
4
ABBV icon
AbbVie
ABBV
+$1.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.77M

Sector Composition

1 Technology 12%
2 Financials 9.02%
3 Healthcare 8.97%
4 Consumer Discretionary 5.95%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.19M 1.17%
158,095
+22,270
27
$5.92M 1.12%
33,895
+4,170
28
$5.91M 1.12%
51,586
-2,599
29
$5.48M 1.04%
48,532
-147
30
$5.24M 0.99%
59,908
+957
31
$5.22M 0.99%
181,310
+21,960
32
$5.14M 0.97%
64,191
-5,514
33
$5.1M 0.96%
60,593
+24,272
34
$5.04M 0.95%
64,407
-275
35
$4.85M 0.92%
34,846
-12,734
36
$4.66M 0.88%
35,520
-2,718
37
$4.44M 0.84%
87,122
-1,676
38
$4.32M 0.82%
104,733
+46,638
39
$4.32M 0.82%
51,498
+468
40
$4.31M 0.82%
75,947
+2,826
41
$4.26M 0.8%
36,130
+1,849
42
$4.17M 0.79%
44,554
+5,844
43
$4.16M 0.79%
20,026
-1,193
44
$4.06M 0.77%
44,396
+5,793
45
$3.88M 0.73%
50,614
-75
46
$3.85M 0.73%
85,736
-3,958
47
$3.74M 0.71%
147,683
+6,114
48
$3.7M 0.7%
30,503
-1,126
49
$2.97M 0.56%
25,744
+650
50
$2.95M 0.56%
57,632
+1,800
1
2
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