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
$358M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.71M
3
+$1.86M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$908K
5
BA icon
Boeing
BA
+$667K

Top Sells

1
+$6.97M
2
+$3.92M
3
+$2.66M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.2M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.46M

Sector Composition

1 Technology 11.44%
2 Financials 9.58%
3 Healthcare 9.29%
4 Industrials 6.84%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.56%
17,648
+1,305
52
$1.97M 0.55%
18,248
+1,050
53
$1.94M 0.54%
32,337
+9,439
54
$1.94M 0.54%
23,700
+381
55
$1.9M 0.53%
27,197
+4,883
56
$1.83M 0.51%
133,118
-105,932
57
$1.83M 0.51%
15,457
-1,225
58
$1.71M 0.48%
31,980
-1,020
59
$1.67M 0.47%
39,052
+4,670
60
$1.66M 0.46%
25,669
-842
61
$1.62M 0.45%
15,249
+919
62
$1.6M 0.45%
66,846
-4,326
63
$1.58M 0.44%
56,745
-1,340
64
$1.57M 0.44%
31,181
+1,644
65
$1.56M 0.44%
17,707
+1,980
66
$1.5M 0.42%
6,924
+19
67
$1.47M 0.41%
9,797
-46
68
$1.47M 0.41%
44,830
-14,030
69
$1.45M 0.4%
13,249
-657
70
$1.44M 0.4%
7,284
+470
71
$1.43M 0.4%
14,865
-335
72
$1.43M 0.4%
55,698
-45,301
73
$1.41M 0.39%
108,236
+16,596
74
$1.38M 0.39%
22,820
-5,736
75
$1.37M 0.38%
40,871
+845
1 2
3
4 5