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
$317M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$4.33M
3
+$1.7M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.63M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$661K

Top Sells

1
+$4.41M
2
+$4.31M
3
+$1.15M
4
BMY icon
Bristol-Myers Squibb
BMY
+$662K
5
AZN icon
AstraZeneca
AZN
+$506K

Sector Composition

1 Technology 11.9%
2 Healthcare 9.04%
3 Financials 8.52%
4 Industrials 7.37%
5 Consumer Staples 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.58%
17,787
+408
52
$1.8M 0.57%
20,944
-28
53
$1.79M 0.56%
69,828
-2,980
54
$1.76M 0.56%
14,730
-239
55
$1.73M 0.54%
27,069
+302
56
$1.72M 0.54%
25,220
-565
57
$1.72M 0.54%
31,721
+450
58
$1.68M 0.53%
18,775
+70
59
$1.67M 0.53%
23,021
+889
60
$1.67M 0.53%
58,195
-730
61
$1.65M 0.52%
42,462
-200
62
$1.59M 0.5%
13,503
+1,300
63
$1.59M 0.5%
25,584
+1,956
64
$1.58M 0.5%
19,685
-198
65
$1.54M 0.49%
16,740
-155
66
$1.53M 0.48%
12,059
+165
67
$1.52M 0.48%
18,827
+471
68
$1.52M 0.48%
39,311
+2,117
69
$1.48M 0.47%
32,988
+475
70
$1.48M 0.47%
17,493
+43
71
$1.45M 0.46%
15,663
+1,259
72
$1.42M 0.45%
27,707
+1,931
73
$1.42M 0.45%
36,461
+1,275
74
$1.41M 0.45%
7,582
-265
75
$1.4M 0.44%
80,745
+390
1 2
3
4 5