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
$574M
AUM Growth
+$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$4.04M
3
+$3.37M
4
DHR icon
Danaher
DHR
+$1.99M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.77M

Top Sells

1
+$6.02M
2
+$5.31M
3
+$4.98M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.43M
5
LHX icon
L3Harris
LHX
+$1.98M

Sector Composition

1 Technology 16.83%
2 Healthcare 10.87%
3 Financials 8.04%
4 Consumer Discretionary 7.01%
5 Consumer Staples 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.69M 1.34%
240,627
+7,963
27
$7.65M 1.33%
65,399
+8,576
28
$7.03M 1.22%
38,898
+766
29
$6.83M 1.19%
89,284
+2,344
30
$6.31M 1.1%
47,558
-292
31
$6.26M 1.09%
60,159
+1,160
32
$6.23M 1.09%
64,026
+4,629
33
$6.2M 1.08%
16,934
-804
34
$5.78M 1.01%
43,136
-4,336
35
$5.54M 0.97%
29,000
-3,927
36
$5.45M 0.95%
62,698
+312
37
$5.3M 0.92%
109,565
+1,660
38
$5.15M 0.9%
79,487
+16,486
39
$5.12M 0.89%
45,375
+11,855
40
$5M 0.87%
211,252
+254
41
$4.94M 0.86%
171,878
-3,747
42
$4.89M 0.85%
23,480
-9,489
43
$4.55M 0.79%
92,042
-121,751
44
$4.49M 0.78%
19,069
+8,439
45
$4.4M 0.77%
28,073
-1,589
46
$4.37M 0.76%
46,191
-607
47
$4.09M 0.71%
143,970
+118,572
48
$3.9M 0.68%
18,828
+1,878
49
$3.61M 0.63%
50,756
-2,781
50
$3.49M 0.61%
10,382
+632
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