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
$625M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.7M
3
+$2.05M
4
RTX icon
RTX Corp
RTX
+$1.83M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.63M

Top Sells

1
+$1.48M
2
+$1.41M
3
+$898K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$896K
5
ADBE icon
Adobe
ADBE
+$891K

Sector Composition

1 Technology 19.41%
2 Healthcare 10.03%
3 Financials 7.75%
4 Consumer Discretionary 6.65%
5 Communication Services 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.3M 1.33%
84,672
+5,185
27
$8.21M 1.31%
232,711
-7,916
28
$8.16M 1.31%
56,343
-615
29
$7.88M 1.26%
64,156
+130
30
$7.67M 1.23%
99,249
+9,965
31
$7.55M 1.21%
61,562
-3,837
32
$7.03M 1.13%
38,587
-311
33
$6.49M 1.04%
64,775
+2,077
34
$5.86M 0.94%
46,956
+1,581
35
$5.83M 0.93%
44,730
+1,594
36
$5.76M 0.92%
115,225
+5,660
37
$5.73M 0.92%
56,544
-3,615
38
$5.47M 0.88%
15,935
-999
39
$5.32M 0.85%
23,821
+4,752
40
$5.21M 0.83%
212,573
+1,321
41
$5.02M 0.8%
24,611
-4,389
42
$4.55M 0.73%
46,439
+18,721
43
$4.54M 0.73%
46,969
+778
44
$4.18M 0.67%
20,781
+1,953
45
$4.16M 0.67%
145,692
+1,722
46
$4.1M 0.66%
170,229
-1,649
47
$4.08M 0.65%
24,994
-3,079
48
$3.79M 0.61%
49,856
-900
49
$3.71M 0.59%
18,905
-4,575
50
$3.11M 0.5%
8,070
-2,312
1
2
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