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
$357M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.28M
3
+$2.32M
4
AAPL icon
Apple
AAPL
+$902K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$792K

Top Sells

1
+$5.91M
2
+$736K
3
+$721K
4
CB
CHUBB CORPORATION
CB
+$495K
5
BDX icon
Becton Dickinson
BDX
+$465K

Sector Composition

1 Technology 11.68%
2 Healthcare 9.05%
3 Financials 9.05%
4 Industrials 7.15%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.57%
13,123
+2,734
52
$1.95M 0.55%
30,833
-3,133
53
$1.93M 0.54%
35,716
-1,600
54
$1.89M 0.53%
16,972
-920
55
$1.83M 0.51%
22,829
+231
56
$1.81M 0.51%
60,190
+4,780
57
$1.79M 0.5%
18,739
-598
58
$1.76M 0.49%
18,083
+362
59
$1.73M 0.48%
16,167
+1,107
60
$1.68M 0.47%
25,043
+2,150
61
$1.67M 0.47%
19,330
+1,050
62
$1.65M 0.46%
11,850
+667
63
$1.62M 0.45%
29,354
+2,173
64
$1.58M 0.44%
16,447
-402
65
$1.57M 0.44%
12,149
-413
66
$1.55M 0.43%
33,278
+1,303
67
$1.55M 0.43%
15,862
-192
68
$1.53M 0.43%
7,387
-315
69
$1.51M 0.42%
22,862
-723
70
$1.48M 0.41%
38,635
+2,150
71
$1.47M 0.41%
21,586
+4,335
72
$1.46M 0.41%
29,063
+5,159
73
$1.46M 0.41%
33,770
+1,097
74
$1.45M 0.41%
6,449
+32
75
$1.44M 0.4%
10,424
-3,362
1 2
3
4 5