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
$539M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$1.84M
3
+$1.8M
4
AZN icon
AstraZeneca
AZN
+$1.73M
5
TSM icon
TSMC
TSM
+$1.2M

Top Sells

1
+$2.51M
2
+$1.84M
3
+$1.83M
4
AMGN icon
Amgen
AMGN
+$1.72M
5
ABBV icon
AbbVie
ABBV
+$1.06M

Sector Composition

1 Technology 12.31%
2 Financials 8.62%
3 Healthcare 8.49%
4 Industrials 5.94%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.33M 1.18%
72,920
+2,580
27
$6.23M 1.16%
28,658
+1,195
28
$6.19M 1.15%
36,593
+2,698
29
$6.1M 1.13%
72,871
+12,278
30
$5.74M 1.06%
64,633
+4,725
31
$5.7M 1.06%
206,360
+25,050
32
$5.5M 1.02%
49,256
+724
33
$5.3M 0.98%
51,162
-424
34
$5.07M 0.94%
65,171
+764
35
$4.95M 0.92%
38,121
+1,991
36
$4.94M 0.92%
61,539
-2,652
37
$4.73M 0.88%
46,208
+1,654
38
$4.65M 0.86%
167,452
+64,658
39
$4.54M 0.84%
91,077
+3,955
40
$4.49M 0.83%
77,960
+2,013
41
$4.31M 0.8%
150,753
+3,070
42
$4.26M 0.79%
46,109
+1,713
43
$4.15M 0.77%
30,296
-5,224
44
$4.01M 0.74%
18,676
-1,350
45
$3.98M 0.74%
44,961
-6,537
46
$3.88M 0.72%
66,564
+8,932
47
$3.65M 0.68%
28,196
-6,650
48
$3.52M 0.65%
70,648
-15,088
49
$3.42M 0.64%
48,460
-2,154
50
$3.19M 0.59%
27,729
+1,985
1
2
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