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
$609M
AUM Growth
-$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.11M
3
+$1.11M
4
AES icon
AES
AES
+$1.1M
5
QSR icon
Restaurant Brands International
QSR
+$1.05M

Top Sells

1
+$1.39M
2
+$1.27M
3
+$1.1M
4
AVGO icon
Broadcom
AVGO
+$1.02M
5
UNH icon
UnitedHealth
UNH
+$865K

Sector Composition

1 Technology 18.61%
2 Healthcare 9.99%
3 Financials 7.66%
4 Consumer Discretionary 7.45%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.02M 1.48%
65,767
+437
27
$8.49M 1.39%
38,187
+88
28
$8.45M 1.39%
139,486
+4,711
29
$7.92M 1.3%
61,724
+4,542
30
$7.13M 1.17%
31,299
-585
31
$7.05M 1.16%
191,100
+65,392
32
$6.38M 1.05%
38,139
+785
33
$6.2M 1.02%
47,025
+6,634
34
$6.14M 1.01%
21,446
-1,312
35
$6.12M 1%
74,914
+25,888
36
$5.87M 0.96%
19,488
+3,683
37
$5.83M 0.96%
41,122
-2,695
38
$5.64M 0.93%
48,770
+4,282
39
$5.49M 0.9%
197,744
+9,460
40
$5.48M 0.9%
40,730
+1,085
41
$5.32M 0.87%
17,757
-1,199
42
$4.96M 0.81%
84,882
+18,006
43
$4.83M 0.79%
55,965
-577
44
$4.78M 0.78%
30,126
-1,900
45
$4.74M 0.78%
35,227
+1,587
46
$4.44M 0.73%
26,876
-3,601
47
$4.36M 0.71%
9,559
+677
48
$4.28M 0.7%
39,673
-255
49
$4.02M 0.66%
14,721
+2,061
50
$3.69M 0.61%
37,008
+4,470
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