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
$458M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$4.18M
3
+$3.04M
4
ADBE icon
Adobe
ADBE
+$1.48M
5
AVGO icon
Broadcom
AVGO
+$1.4M

Top Sells

1
+$9.15M
2
+$4.27M
3
+$4.27M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$3.62M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.18M

Sector Composition

1 Technology 16.3%
2 Healthcare 9.67%
3 Financials 8.55%
4 Communication Services 6.93%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.85M 1.49%
61,439
+2,747
27
$6.08M 1.33%
33,726
+634
28
$5.83M 1.27%
37,231
-1,654
29
$5.64M 1.23%
39,721
+3,466
30
$5.48M 1.2%
37,891
+1,984
31
$5.03M 1.1%
206,439
-9,014
32
$4.91M 1.07%
40,039
+4,847
33
$4.37M 0.95%
60,833
-1,697
34
$4.21M 0.92%
24,817
+17,895
35
$3.87M 0.84%
76,574
+23,617
36
$3.85M 0.84%
56,407
-5,193
37
$3.84M 0.84%
63,559
+11,955
38
$3.83M 0.84%
51,863
+3,083
39
$3.82M 0.83%
23,241
+4,268
40
$3.51M 0.77%
36,624
-124
41
$3.37M 0.73%
13,432
-2,841
42
$3.22M 0.7%
24,352
+3,644
43
$3.01M 0.66%
28,402
+1,520
44
$3M 0.66%
30,648
+13,849
45
$2.92M 0.64%
127,800
+5,568
46
$2.72M 0.59%
45,228
-18,800
47
$2.67M 0.58%
6,139
+3,398
48
$2.64M 0.58%
74,340
+7,175
49
$2.47M 0.54%
23,753
+4,452
50
$2.13M 0.46%
29,000
-706
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2
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