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
$611M
AUM Growth
-$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.76M
3
+$1.31M
4
EG icon
Everest Group
EG
+$1.2M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1M

Top Sells

1
+$2.45M
2
+$1.64M
3
+$863K
4
NKE icon
Nike
NKE
+$790K
5
ADI icon
Analog Devices
ADI
+$728K

Sector Composition

1 Technology 17.48%
2 Healthcare 9.28%
3 Financials 8.45%
4 Communication Services 7.95%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.71M 1.59%
11,572
-250
27
$9.43M 1.54%
44,441
+1,639
28
$9.02M 1.48%
34,211
+166
29
$8.82M 1.44%
133,718
+7,329
30
$7.14M 1.17%
32,174
-216
31
$7.02M 1.15%
54,970
+1,883
32
$6.9M 1.13%
21,009
-630
33
$6.64M 1.09%
45,944
+244
34
$6.2M 1.01%
41,210
+2,649
35
$6.13M 1%
42,219
-5,440
36
$5.7M 0.93%
186,838
-53
37
$5.58M 0.91%
24,156
-1,852
38
$5.5M 0.9%
32,844
-4,344
39
$5.42M 0.89%
42,125
-4,139
40
$5.21M 0.85%
34,852
-2,534
41
$5.15M 0.84%
8,942
+448
42
$4.55M 0.75%
34,561
-887
43
$4.35M 0.71%
39,798
-3,080
44
$3.96M 0.65%
56,528
+1,439
45
$3.68M 0.6%
69,975
-540
46
$2.97M 0.49%
81,438
+36,023
47
$2.77M 0.45%
34,118
-333
48
$2.75M 0.45%
+44,956
49
$2.74M 0.45%
18,443
-578
50
$2.69M 0.44%
10,730
+4,787
1
2
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