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
$398M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$2.13M
3
+$994K
4
PSX icon
Phillips 66
PSX
+$892K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$805K

Top Sells

1
+$11.5M
2
+$7.52M
3
+$7.06M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.66M
5
AAPL icon
Apple
AAPL
+$3.56M

Sector Composition

1 Technology 13.68%
2 Healthcare 9.39%
3 Financials 8.12%
4 Communication Services 6.18%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.2M 1.31%
403,496
-76,164
27
$5.04M 1.27%
36,255
-6,757
28
$5.01M 1.26%
38,885
-5,639
29
$4.8M 1.21%
35,907
-3,021
30
$4.59M 1.15%
47,954
-4,242
31
$4.46M 1.12%
215,453
-158,029
32
$3.85M 0.97%
64,028
-10,772
33
$3.62M 0.91%
122,990
-63,072
34
$3.58M 0.9%
48,780
-13,972
35
$3.46M 0.87%
61,600
-3,321
36
$3.35M 0.84%
62,530
+16,629
37
$3.15M 0.79%
35,192
-13,810
38
$3.04M 0.76%
16,273
-10,751
39
$2.98M 0.75%
36,748
-9,932
40
$2.69M 0.68%
122,232
-29,682
41
$2.63M 0.66%
18,973
+454
42
$2.53M 0.64%
52,957
+20,788
43
$2.49M 0.63%
26,882
-2,915
44
$2.49M 0.63%
20,708
-4,300
45
$2.46M 0.62%
16,514
-3,858
46
$2.38M 0.6%
83,275
+5,673
47
$2.36M 0.59%
51,604
-10,234
48
$2.18M 0.55%
44,715
-10,465
49
$2.13M 0.54%
+57,251
50
$1.97M 0.5%
29,706
-2,443
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