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
$516M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$2.02M
3
+$1.74M
4
AMD icon
Advanced Micro Devices
AMD
+$1.67M
5
DHR icon
Danaher
DHR
+$1.36M

Top Sells

1
+$6.09M
2
+$3.4M
3
+$1.67M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.37M
5
UNH icon
UnitedHealth
UNH
+$1.28M

Sector Composition

1 Technology 16.99%
2 Healthcare 10.19%
3 Financials 7.5%
4 Consumer Discretionary 7.34%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.62M 1.48%
29,052
+4,573
27
$6.88M 1.33%
47,850
+1,671
28
$6.85M 1.33%
32,969
-3,998
29
$6.75M 1.31%
232,664
+14,798
30
$6.22M 1.21%
38,132
+999
31
$6.15M 1.19%
86,940
+4,433
32
$5.91M 1.15%
32,927
+1,911
33
$5.88M 1.14%
62,386
-1,328
34
$5.74M 1.11%
17,738
-1,599
35
$4.98M 0.97%
36,687
-1,074
36
$4.96M 0.96%
47,472
-10,213
37
$4.87M 0.94%
59,397
+4,900
38
$4.76M 0.92%
58,999
+2,100
39
$4.75M 0.92%
29,662
-360
40
$4.73M 0.92%
107,905
+3,080
41
$4.73M 0.92%
210,998
-2,152
42
$4.72M 0.92%
56,823
+7,588
43
$4.61M 0.89%
53,537
-727
44
$4.08M 0.79%
46,798
+469
45
$3.99M 0.77%
63,001
+26,424
46
$3.97M 0.77%
175,625
+26,448
47
$3.89M 0.75%
37,434
+1,539
48
$3.66M 0.71%
13,251
-4,148
49
$3.41M 0.66%
33,520
+19,869
50
$3.39M 0.66%
63,683
-6,679
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