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
$339M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.36M
3
+$1.43M
4
CTSH icon
Cognizant
CTSH
+$1.13M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.1M

Top Sells

1
+$4.41M
2
+$3.37M
3
+$3.09M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.64M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.09M

Sector Composition

1 Technology 11.35%
2 Financials 9.09%
3 Healthcare 8.77%
4 Industrials 6.93%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.55%
71,172
-1,770
52
$1.82M 0.54%
26,511
+1,248
53
$1.82M 0.54%
15,769
-1,203
54
$1.79M 0.53%
23,319
+490
55
$1.77M 0.52%
19,636
+1,553
56
$1.77M 0.52%
16,231
+64
57
$1.77M 0.52%
120,224
-476
58
$1.64M 0.48%
16,682
-2,057
59
$1.64M 0.48%
33,000
-278
60
$1.63M 0.48%
16,343
+1,512
61
$1.6M 0.47%
28,556
-5,102
62
$1.59M 0.47%
58,085
-2,105
63
$1.56M 0.46%
14,330
+4,952
64
$1.54M 0.45%
22,314
+2,984
65
$1.51M 0.44%
16,002
-445
66
$1.5M 0.44%
15,200
-662
67
$1.5M 0.44%
13,906
+3,196
68
$1.43M 0.42%
22,898
+18,036
69
$1.43M 0.42%
6,905
+28
70
$1.41M 0.42%
34,382
+3,568
71
$1.41M 0.41%
22,152
-710
72
$1.39M 0.41%
29,537
+183
73
$1.31M 0.39%
48,505
-114,638
74
$1.3M 0.38%
28,973
-22,768
75
$1.3M 0.38%
10,935
-1,214
1 2
3
4 5