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
$874M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$5.15M
3
+$4.61M
4
NVO icon
Novo Nordisk
NVO
+$3.87M
5
BURL icon
Burlington
BURL
+$1.77M

Top Sells

1
+$6.53M
2
+$3.4M
3
+$2.39M
4
TJX icon
TJX Companies
TJX
+$2.32M
5
TSM icon
TSMC
TSM
+$2.23M

Sector Composition

1 Technology 23.34%
2 Healthcare 8.06%
3 Financials 7.01%
4 Consumer Discretionary 5.59%
5 Communication Services 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EG icon
26
Everest Group
EG
$13.2B
$11M 1.26%
28,173
-135
AMAT icon
27
Applied Materials
AMAT
$186B
$10.5M 1.2%
52,079
-2,101
CPAY icon
28
Corpay
CPAY
$18.4B
$10.4M 1.19%
33,384
+788
ACM icon
29
Aecom
ACM
$17.8B
$9.7M 1.11%
93,926
+2,234
SYY icon
30
Sysco
SYY
$35.6B
$9.08M 1.04%
116,385
-3,418
PEP icon
31
PepsiCo
PEP
$200B
$8.23M 0.94%
48,379
-335
ACN icon
32
Accenture
ACN
$155B
$8.17M 0.94%
23,126
-938
SCHE icon
33
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
$7.55M 0.86%
258,826
-1,168
TJX icon
34
TJX Companies
TJX
$156B
$7.38M 0.84%
62,798
-19,716
LLY icon
35
Eli Lilly
LLY
$772B
$7.28M 0.83%
8,216
-1,784
IJH icon
36
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
$7.07M 0.81%
113,524
-1,300
DIS icon
37
Walt Disney
DIS
$202B
$6.51M 0.74%
67,689
-2,117
PSX icon
38
Phillips 66
PSX
$54.9B
$6.13M 0.7%
46,610
-314
MDLZ icon
39
Mondelez International
MDLZ
$74.1B
$5.48M 0.63%
74,433
+69,934
VTI icon
40
Vanguard Total Stock Market ETF
VTI
$556B
$5.46M 0.62%
19,274
-324
JPM icon
41
JPMorgan Chase
JPM
$847B
$5.18M 0.59%
24,575
-1,017
ABT icon
42
Abbott
ABT
$215B
$5.18M 0.59%
45,409
-29,815
NKE icon
43
Nike
NKE
$95.5B
$4.74M 0.54%
53,580
-26,980
AES icon
44
AES
AES
$9.88B
$4.62M 0.53%
230,429
-26,295
WELL icon
45
Welltower
WELL
$124B
$4.6M 0.53%
35,954
+8,214
IJR icon
46
iShares Core S&P Small-Cap ETF
IJR
$84.9B
$4.51M 0.52%
38,534
-1,026
SBUX icon
47
Starbucks
SBUX
$91.9B
$4.2M 0.48%
43,121
-9,093
NVO icon
48
Novo Nordisk
NVO
$220B
$3.87M 0.44%
+32,535
NICE icon
49
Nice
NICE
$8.44B
$3.34M 0.38%
19,214
+5,829
VCSH icon
50
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$3.34M 0.38%
41,998
-1,224
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