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
$656M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$8.65M
3
+$3.98M
4
ACN icon
Accenture
ACN
+$2.11M
5
CPAY icon
Corpay
CPAY
+$1.39M

Top Sells

1
+$7.95M
2
+$6.02M
3
+$2.77M
4
AVGO icon
Broadcom
AVGO
+$1.92M
5
JPM icon
JPMorgan Chase
JPM
+$1.41M

Sector Composition

1 Technology 20.3%
2 Healthcare 9.51%
3 Financials 7.08%
4 Consumer Discretionary 6.6%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.3M 1.42%
67,137
+2,445
27
$8.77M 1.34%
62,627
+4,520
28
$8.19M 1.25%
26,659
+6,858
29
$7.84M 1.2%
81,000
-4,691
30
$7.54M 1.15%
114,193
+3,843
31
$6.86M 1.05%
40,482
+1,204
32
$6.59M 1%
12,260
-2,030
33
$6.48M 0.99%
53,938
-605
34
$6.2M 0.95%
203,595
-20,460
35
$6.01M 0.92%
120,530
-1,190
36
$5.85M 0.89%
72,134
-736
37
$5.45M 0.83%
227,572
+16,053
38
$5.32M 0.81%
50,325
+1,517
39
$5.32M 0.81%
47,410
-225
40
$5.28M 0.8%
55,227
-3,164
41
$5.27M 0.8%
23,938
-2,027
42
$5.01M 0.76%
34,572
-9,705
43
$4.87M 0.74%
23,930
+704
44
$4.57M 0.7%
21,521
-1,821
45
$4.22M 0.64%
44,781
-1,245
46
$4.01M 0.61%
142,305
-5,225
47
$3.98M 0.61%
+47,973
48
$3.87M 0.59%
10,205
-482
49
$3.04M 0.46%
199,822
+15,967
50
$3.02M 0.46%
20,230
+4,106
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