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
$594M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$2.44M
3
+$2.14M
4
TJX icon
TJX Companies
TJX
+$1.13M
5
AMZN icon
Amazon
AMZN
+$1.1M

Top Sells

1
+$2.15M
2
+$1.58M
3
+$1.28M
4
EL icon
Estee Lauder
EL
+$1.08M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$818K

Sector Composition

1 Technology 16.69%
2 Healthcare 8.91%
3 Financials 8.54%
4 Communication Services 7.62%
5 Consumer Discretionary 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.64M 1.46%
42,624
+2,803
27
$8.55M 1.44%
42,207
+2,123
28
$8.48M 1.43%
34,833
+39
29
$7.28M 1.23%
109,977
+17,123
30
$7.04M 1.19%
52,703
-9,560
31
$6.94M 1.17%
33,558
-898
32
$6.47M 1.09%
21,203
+7,987
33
$6.39M 1.08%
50,978
+6,023
34
$6.37M 1.07%
45,205
+1,783
35
$6.19M 1.04%
39,935
-1,649
36
$6.07M 1.02%
191,007
-2,416
37
$5.79M 0.98%
43,587
+1,645
38
$5.33M 0.9%
37,661
+2,608
39
$5.29M 0.89%
48,701
-3,922
40
$4.92M 0.83%
38,164
+4,423
41
$4.9M 0.82%
26,208
+411
42
$4.52M 0.76%
55,424
-1,956
43
$4.31M 0.73%
35,377
-1,337
44
$3.94M 0.66%
8,285
-91
45
$3.78M 0.64%
72,565
-2,780
46
$3.14M 0.53%
62,545
-5,155
47
$3.03M 0.51%
41,144
-3,366
48
$2.95M 0.5%
19,623
+1,511
49
$2.9M 0.49%
34,302
+1,196
50
$2.25M 0.38%
19,069
+1,912
1
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