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
$534M
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.79M
3
+$1.78M
4
EG icon
Everest Group
EG
+$1.4M
5
PLD icon
Prologis
PLD
+$1.34M

Top Sells

1
+$1.69M
2
+$1.37M
3
+$1.3M
4
ADI icon
Analog Devices
ADI
+$1.15M
5
DLR icon
Digital Realty Trust
DLR
+$1.13M

Sector Composition

1 Technology 17.39%
2 Healthcare 10.46%
3 Financials 7.45%
4 Consumer Discretionary 7.01%
5 Communication Services 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.28M 1.36%
36,587
+2,197
27
$6.99M 1.31%
82,507
+7,593
28
$6.87M 1.29%
217,866
+26,766
29
$6.86M 1.29%
24,479
+4,991
30
$6.5M 1.22%
57,685
-12,142
31
$6.27M 1.17%
19,337
-2,109
32
$6.19M 1.16%
37,133
-1,006
33
$6.09M 1.14%
37,761
-426
34
$6.01M 1.13%
63,714
-2,053
35
$5.85M 1.1%
31,016
-283
36
$5.41M 1.01%
213,150
+15,406
37
$5.03M 0.94%
49,235
+8,505
38
$4.96M 0.93%
54,497
+7,472
39
$4.77M 0.89%
17,399
-358
40
$4.74M 0.89%
104,825
+39,475
41
$4.67M 0.87%
56,899
+934
42
$4.59M 0.86%
30,022
-104
43
$4.28M 0.8%
46,329
+6,656
44
$4.21M 0.79%
32,404
-8,718
45
$4.01M 0.75%
35,895
+668
46
$3.79M 0.71%
54,264
+5,494
47
$3.58M 0.67%
9,783
+224
48
$3.53M 0.66%
70,362
-14,520
49
$3.33M 0.62%
34,676
-2,332
50
$3.32M 0.62%
15,554
+833
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