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
$336M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.49M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.26M
5
EMC
EMC CORPORATION
EMC
+$1.02M

Top Sells

1
+$1.61M
2
+$1.34M
3
+$1.32M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$957K
5
RTN
Raytheon Company
RTN
+$691K

Sector Composition

1 Technology 12.62%
2 Healthcare 9.41%
3 Financials 9.04%
4 Industrials 7.59%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.57%
26,339
+1,870
52
$1.87M 0.56%
38,934
-2,740
53
$1.8M 0.54%
13,106
-930
54
$1.8M 0.54%
25,619
-105
55
$1.76M 0.52%
59,402
+4,909
56
$1.72M 0.51%
22,746
-6,533
57
$1.69M 0.5%
8,153
-1,030
58
$1.68M 0.5%
41,287
+1,330
59
$1.67M 0.5%
24,110
-870
60
$1.65M 0.49%
17,478
+275
61
$1.65M 0.49%
32,047
-1,060
62
$1.63M 0.49%
56,360
-2,085
63
$1.6M 0.48%
13,832
+1,119
64
$1.59M 0.47%
13,979
-753
65
$1.57M 0.47%
15,147
-1,223
66
$1.56M 0.46%
21,700
+1,580
67
$1.55M 0.46%
58,440
-7,420
68
$1.53M 0.46%
32,076
+2,666
69
$1.52M 0.45%
125,916
+1,485
70
$1.47M 0.44%
13,866
+1,605
71
$1.45M 0.43%
35,268
+1,366
72
$1.43M 0.42%
8,954
+434
73
$1.42M 0.42%
35,671
+1,786
74
$1.42M 0.42%
27,939
+3,097
75
$1.42M 0.42%
26,114
+738
1 2
3
4 5