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
$577M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$2.76M
3
+$1.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.04M
5
LLY icon
Eli Lilly
LLY
+$1.04M

Top Sells

1
+$2.91M
2
+$1.71M
3
+$1.36M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.2M
5
TRV icon
Travelers Companies
TRV
+$831K

Sector Composition

1 Technology 13.5%
2 Healthcare 8.9%
3 Financials 8.79%
4 Communication Services 5.86%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.07M 1.23%
223,640
+17,280
27
$6.89M 1.19%
38,928
+2,335
28
$6.72M 1.16%
77,316
+4,445
29
$6.64M 1.15%
20,372
+321
30
$6.34M 1.1%
67,709
+3,076
31
$5.9M 1.02%
27,024
-3,518
32
$5.82M 1.01%
49,002
-254
33
$5.65M 0.98%
52,196
+1,034
34
$5.45M 0.94%
62,752
+1,213
35
$5.44M 0.94%
64,921
-250
36
$5.15M 0.89%
43,012
+4,891
37
$5.11M 0.89%
45,901
-307
38
$5.11M 0.89%
186,062
+18,610
39
$4.8M 0.83%
89,227
-1,850
40
$4.71M 0.82%
46,680
+571
41
$4.54M 0.79%
77,602
-358
42
$4.53M 0.79%
74,800
+8,236
43
$4.48M 0.78%
151,914
+1,161
44
$3.77M 0.65%
61,838
-8,810
45
$3.75M 0.65%
28,056
-939
46
$3.42M 0.59%
25,008
-5,288
47
$3.4M 0.59%
29,797
+2,068
48
$3.35M 0.58%
16,973
-1,703
49
$3.29M 0.57%
22,585
-5,611
50
$3.19M 0.55%
36,271
-8,690
1
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