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
$671M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$3.69M
3
+$2.19M
4
RTX icon
RTX Corp
RTX
+$1.47M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.03M

Top Sells

1
+$1.65M
2
+$1.56M
3
+$1.26M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$985K
5
LLY icon
Eli Lilly
LLY
+$771K

Sector Composition

1 Technology 21.24%
2 Healthcare 9.81%
3 Financials 7.34%
4 Consumer Discretionary 6.68%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.7M 1.3%
25,445
-1,935
27
$8.29M 1.23%
48,808
+1,759
28
$8.19M 1.22%
110,350
+11,101
29
$8.07M 1.2%
58,107
+1,764
30
$7.85M 1.17%
224,055
-8,656
31
$7.28M 1.08%
39,278
+691
32
$6.7M 1%
14,290
-1,645
33
$6.51M 0.97%
72,870
+8,095
34
$6.44M 0.96%
58,391
-3,171
35
$6.44M 0.96%
44,277
-453
36
$6.37M 0.95%
121,720
+6,495
37
$6.11M 0.91%
19,801
+11,961
38
$6.02M 0.9%
61,462
+15,023
39
$5.84M 0.87%
47,635
+679
40
$5.52M 0.82%
25,965
+2,144
41
$5.21M 0.78%
211,519
-1,054
42
$5.2M 0.78%
54,543
-2,001
43
$5.14M 0.77%
23,342
-1,269
44
$4.75M 0.71%
23,226
+2,445
45
$4.59M 0.68%
46,026
-943
46
$4.25M 0.63%
147,530
+1,838
47
$3.81M 0.57%
183,855
+13,626
48
$3.6M 0.54%
10,687
+1,474
49
$3.38M 0.5%
17,278
-1,627
50
$3.28M 0.49%
42,357
-169
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2
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