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
$645M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.65M
3
+$1.45M
4
EG icon
Everest Group
EG
+$1.39M
5
QSR icon
Restaurant Brands International
QSR
+$1.33M

Top Sells

1
+$4.31M
2
+$1.42M
3
+$909K
4
RTX icon
RTX Corp
RTX
+$884K
5
HD icon
Home Depot
HD
+$852K

Sector Composition

1 Technology 18.75%
2 Healthcare 9.81%
3 Financials 7.96%
4 Consumer Discretionary 7.87%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.53M 1.48%
44,668
-1,013
27
$9.48M 1.47%
45,455
+1,014
28
$9.25M 1.43%
34,597
+386
29
$8.39M 1.3%
44,488
+4,643
30
$7.87M 1.22%
18,956
-2,053
31
$7.75M 1.2%
43,817
-2,127
32
$7.7M 1.19%
31,884
-290
33
$6.63M 1.03%
57,182
+2,212
34
$6.61M 1.02%
39,645
-2,574
35
$6.49M 1.01%
37,354
-3,856
36
$6.36M 0.98%
40,391
-1,734
37
$6.29M 0.97%
22,758
-1,398
38
$5.58M 0.86%
188,284
+1,446
39
$5.36M 0.83%
30,477
-2,367
40
$5.34M 0.83%
32,026
-2,826
41
$5.04M 0.78%
8,882
-60
42
$4.9M 0.76%
33,640
-921
43
$4.68M 0.73%
125,708
+44,270
44
$4.57M 0.71%
39,928
+130
45
$4.33M 0.67%
15,805
+5,075
46
$4.1M 0.63%
56,542
+14
47
$4.06M 0.63%
66,876
+21,920
48
$3.89M 0.6%
68,700
-1,275
49
$3.85M 0.6%
49,026
+28,883
50
$3.19M 0.49%
12,660
+3,081
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