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
$568M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$2.98M
3
+$2.4M
4
TMUS icon
T-Mobile US
TMUS
+$2.37M
5
TTE icon
TotalEnergies
TTE
+$1.83M

Top Sells

1
+$24.9M
2
+$2.55M
3
+$1.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.38M
5
T icon
AT&T
T
+$1.01M

Sector Composition

1 Technology 17.22%
2 Healthcare 9.05%
3 Financials 8.37%
4 Communication Services 7.55%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.37M 1.48%
39,821
+649
27
$8.36M 1.47%
39,308
+158
28
$7.58M 1.33%
40,084
+5,996
29
$6.71M 1.18%
34,456
-1,311
30
$6.34M 1.12%
92,854
+5,388
31
$6.14M 1.08%
41,584
+639
32
$6.06M 1.07%
44,955
+17,568
33
$6.06M 1.07%
43,422
+825
34
$5.93M 1.05%
41,942
+877
35
$5.93M 1.04%
193,423
-6,865
36
$5.37M 0.95%
62,263
-1,609
37
$5.2M 0.92%
35,053
+5,493
38
$4.84M 0.85%
52,623
-1,642
39
$4.36M 0.77%
25,797
+1,176
40
$4.27M 0.75%
36,714
-102
41
$4.19M 0.74%
8,376
+1,001
42
$4.01M 0.71%
57,380
-3,364
43
$3.98M 0.7%
33,741
+4,955
44
$3.51M 0.62%
13,216
+381
45
$3.47M 0.61%
44,510
-7,008
46
$3.46M 0.61%
75,345
-1,905
47
$3.4M 0.6%
67,700
-15,150
48
$3.03M 0.53%
13,030
+3,214
49
$2.76M 0.49%
33,106
+6,653
50
$2.54M 0.45%
18,112
+9,736
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