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
$347M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$4.13M
3
+$2.91M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.11M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2M

Top Sells

1
+$6.86M
2
+$1.44M
3
+$1.19M
4
IBM icon
IBM
IBM
+$1.07M
5
CAT icon
Caterpillar
CAT
+$877K

Sector Composition

1 Technology 11.97%
2 Healthcare 9.05%
3 Financials 8.99%
4 Industrials 7.34%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.56%
13,786
-3,501
52
$1.88M 0.54%
19,337
-2,037
53
$1.87M 0.54%
37,316
-1,618
54
$1.82M 0.53%
17,127
+2,022
55
$1.8M 0.52%
38,070
+2,802
56
$1.78M 0.51%
22,598
+898
57
$1.76M 0.51%
17,721
+8,915
58
$1.76M 0.51%
11,458
-6,993
59
$1.73M 0.5%
31,975
-72
60
$1.73M 0.5%
12,562
-544
61
$1.68M 0.48%
55,410
-950
62
$1.68M 0.48%
11,183
+597
63
$1.66M 0.48%
10,389
+1,435
64
$1.64M 0.47%
23,585
-525
65
$1.61M 0.46%
15,060
+1,228
66
$1.6M 0.46%
7,702
-451
67
$1.56M 0.45%
14,476
+610
68
$1.56M 0.45%
16,054
-1,447
69
$1.55M 0.45%
16,849
-629
70
$1.52M 0.44%
18,280
+2,788
71
$1.49M 0.43%
27,181
+1,067
72
$1.48M 0.43%
28,229
+290
73
$1.45M 0.42%
6,417
-255
74
$1.44M 0.42%
22,893
+768
75
$1.4M 0.4%
32,673
+597
1 2
3
4 5