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
$503M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$1.57M
3
+$1.31M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.19M
5
VMW
VMware, Inc
VMW
+$985K

Top Sells

1
+$8.7M
2
+$6.27M
3
+$2.04M
4
AAPL icon
Apple
AAPL
+$1.35M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.22M

Sector Composition

1 Technology 17.49%
2 Healthcare 9.66%
3 Financials 8%
4 Communication Services 7.02%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.25M 1.44%
75,355
+1,459
27
$7.25M 1.44%
34,783
+1,057
28
$6.44M 1.28%
39,150
+1,259
29
$6.25M 1.24%
42,597
+2,876
30
$6.09M 1.21%
35,767
-1,464
31
$5.79M 1.15%
34,088
+9,271
32
$5.36M 1.07%
200,288
-6,151
33
$5.16M 1.02%
41,065
+10,417
34
$4.87M 0.97%
87,466
+10,892
35
$4.78M 0.95%
40,945
+906
36
$4.15M 0.83%
82,850
-125,027
37
$4.1M 0.81%
29,560
+5,208
38
$4.08M 0.81%
51,518
-345
39
$3.82M 0.76%
36,816
+192
40
$3.81M 0.76%
54,265
-2,142
41
$3.8M 0.75%
63,872
+313
42
$3.64M 0.72%
24,621
+1,380
43
$3.62M 0.72%
7,375
+1,236
44
$3.56M 0.71%
12,835
-597
45
$3.26M 0.65%
28,786
+384
46
$3.15M 0.63%
60,744
-89
47
$3.13M 0.62%
27,387
+3,634
48
$2.89M 0.57%
9,816
+661
49
$2.86M 0.57%
77,250
+2,910
50
$2.78M 0.55%
129,052
+1,252
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