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
$747M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$10.7M
3
+$5.4M
4
CPAY icon
Corpay
CPAY
+$4.04M
5
AXP icon
American Express
AXP
+$1.65M

Top Sells

1
+$6.78M
2
+$4.66M
3
+$2.62M
4
GLW icon
Corning
GLW
+$1.79M
5
V icon
Visa
V
+$1.37M

Sector Composition

1 Technology 21.91%
2 Healthcare 8.67%
3 Financials 6.95%
4 Consumer Discretionary 6.41%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.68M 1.3%
125,096
-87,600
27
$9.67M 1.29%
27,559
+900
28
$9.49M 1.27%
26,829
+600
29
$8.72M 1.17%
119,294
+5,101
30
$8.13M 1.09%
73,890
-7,110
31
$7.5M 1%
44,180
+3,698
32
$7.03M 0.94%
52,837
-1,101
33
$6.9M 0.92%
50,722
+397
34
$6.89M 0.92%
24,382
+14,299
35
$6.63M 0.89%
49,769
+2,359
36
$6.58M 0.88%
11,281
-979
37
$6.46M 0.86%
116,495
-4,035
38
$6.3M 0.84%
69,818
-2,316
39
$6.06M 0.81%
55,860
+633
40
$5.99M 0.8%
241,685
+14,113
41
$5.44M 0.73%
29,029
+8,799
42
$5.24M 0.7%
56,673
+8,700
43
$4.93M 0.66%
20,780
-741
44
$4.82M 0.65%
28,340
-6,232
45
$4.61M 0.62%
18,750
-5,180
46
$4.54M 0.61%
19,623
-4,315
47
$4.49M 0.6%
41,482
-3,299
48
$4.48M 0.6%
232,812
+32,990
49
$4.41M 0.59%
144,690
-58,905
50
$3.89M 0.52%
120,877
-21,428
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