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
$321M
AUM Growth
+$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.69M
3
+$1.75M
4
F icon
Ford
F
+$1.15M
5
VZ icon
Verizon
VZ
+$689K

Top Sells

1
+$2.69M
2
+$2.21M
3
+$1.42M
4
SYY icon
Sysco
SYY
+$1.09M
5
PETM
PETSMART INC
PETM
+$803K

Sector Composition

1 Technology 12.27%
2 Healthcare 9.27%
3 Financials 8.53%
4 Industrials 7.46%
5 Consumer Staples 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.55%
19,157
+330
52
$1.75M 0.55%
25,724
+140
53
$1.74M 0.54%
22,912
-14
54
$1.74M 0.54%
23,114
+7,813
55
$1.73M 0.54%
17,636
-151
56
$1.7M 0.53%
14,732
+2,673
57
$1.68M 0.52%
27,066
-3
58
$1.66M 0.52%
14,036
-694
59
$1.64M 0.51%
20,120
+435
60
$1.63M 0.51%
24,980
-240
61
$1.63M 0.51%
20,376
-27,712
62
$1.63M 0.51%
24,469
+1,448
63
$1.6M 0.5%
58,445
+250
64
$1.57M 0.49%
33,107
+119
65
$1.56M 0.49%
15,368
-295
66
$1.55M 0.48%
31,346
-375
67
$1.55M 0.48%
65,860
-3,968
68
$1.55M 0.48%
39,957
+646
69
$1.54M 0.48%
20,195
-749
70
$1.53M 0.48%
54,493
+18,616
71
$1.49M 0.46%
16,370
-370
72
$1.49M 0.46%
14,655
+1,152
73
$1.45M 0.45%
29,410
+1,703
74
$1.44M 0.45%
25,376
+209
75
$1.39M 0.43%
7,137
-445
1 2
3
4 5