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
$618M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.19M
3
+$1.11M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$736K
5
AMZN icon
Amazon
AMZN
+$733K

Top Sells

1
+$3.59M
2
+$1.79M
3
+$1.69M
4
EL icon
Estee Lauder
EL
+$1.1M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.07M

Sector Composition

1 Technology 17.1%
2 Healthcare 9.11%
3 Financials 8.61%
4 Communication Services 7.98%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.47M 1.53%
81,709
-1,504
27
$9.39M 1.52%
42,802
+2,161
28
$8.84M 1.43%
34,045
-788
29
$8.52M 1.38%
126,389
+16,412
30
$7.69M 1.24%
53,087
+2,109
31
$7.36M 1.19%
47,659
+4,072
32
$7.22M 1.17%
32,390
-1,168
33
$6.9M 1.12%
21,639
+436
34
$6.88M 1.11%
45,700
+495
35
$6.59M 1.07%
46,264
-6,439
36
$6.4M 1.04%
37,188
-2,747
37
$6.14M 0.99%
186,891
-4,116
38
$5.97M 0.97%
26,008
-200
39
$5.71M 0.92%
38,561
+900
40
$5.24M 0.85%
37,386
-778
41
$4.97M 0.8%
8,494
+209
42
$4.84M 0.78%
42,878
-5,823
43
$4.73M 0.76%
55,089
-335
44
$4.71M 0.76%
35,448
+71
45
$3.79M 0.61%
70,515
-2,050
46
$3.04M 0.49%
19,021
-602
47
$2.91M 0.47%
34,451
+149
48
$2.84M 0.46%
56,545
-6,000
49
$2.52M 0.41%
32,417
-8,727
50
$2.39M 0.39%
19,257
+188
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2
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