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
$872M
AUM Growth
-$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1 +$7.8M
2 +$3.05M
3 +$2.71M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.48M
5
NI icon
NiSource
NI
+$1.87M

Top Sells

1 +$3.9M
2 +$2.83M
3 +$2.82M
4
AVGO icon
Broadcom
AVGO
+$1.83M
5
NKE icon
Nike
NKE
+$1.64M

Sector Composition

1 Technology 24.62%
2 Financials 7.31%
3 Healthcare 6.64%
4 Consumer Discretionary 5.83%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLC icon
51
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
$3.04M 0.35%
31,381
+734
ORCL icon
52
Oracle
ORCL
$749B
$3.01M 0.35%
18,053
+2,880
SPYM
53
State Street SPDR Portfolio S&P 500 ETF
SPYM
$90.7B
$2.99M 0.34%
43,395
-4,632
PG icon
54
Procter & Gamble
PG
$351B
$2.98M 0.34%
17,791
+83
DES icon
55
WisdomTree US SmallCap Dividend Fund
DES
$1.82B
$2.87M 0.33%
83,495
-3,543
SCHW icon
56
Charles Schwab
SCHW
$172B
$2.65M 0.3%
35,852
+847
HD icon
57
Home Depot
HD
$378B
$2.57M 0.3%
6,610
-76
MCD icon
58
McDonald's
MCD
$213B
$2.49M 0.29%
8,581
+235
VUG icon
59
Vanguard Growth ETF
VUG
$203B
$2.48M 0.28%
+6,049
AES icon
60
AES
AES
$9.88B
$2.46M 0.28%
191,154
-39,275
PLD icon
61
Prologis
PLD
$115B
$2.44M 0.28%
23,123
+208
NKE icon
62
Nike
NKE
$95.5B
$2.41M 0.28%
31,904
-21,676
ABT icon
63
Abbott
ABT
$215B
$2.31M 0.27%
20,427
-24,982
GRMN icon
64
Garmin
GRMN
$41.1B
$2.3M 0.26%
11,164
-551
GLW icon
65
Corning
GLW
$72B
$2.21M 0.25%
46,519
-6,494
NFLX icon
66
Netflix
NFLX
$474B
$2.19M 0.25%
2,462
+83
PH icon
67
Parker-Hannifin
PH
$97.8B
$2.08M 0.24%
3,278
-193
LHX icon
68
L3Harris
LHX
$54.1B
$2.08M 0.24%
9,886
-155
KO icon
69
Coca-Cola
KO
$296B
$2.05M 0.23%
32,884
+902
HAL icon
70
Halliburton
HAL
$22.6B
$2M 0.23%
73,381
+21,059
JNJ icon
71
Johnson & Johnson
JNJ
$455B
$1.79M 0.21%
12,374
+303
ICLR icon
72
Icon
ICLR
$13.1B
$1.76M 0.2%
8,392
-431
WM icon
73
Waste Management
WM
$80.5B
$1.7M 0.19%
8,402
-379
QSR icon
74
Restaurant Brands International
QSR
$21.5B
$1.57M 0.18%
24,130
+1,896
CMCSA icon
75
Comcast
CMCSA
$101B
$1.46M 0.17%
38,992
+1,330