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
$366M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$6.03M
3
+$5.65M
4
DLR icon
Digital Realty Trust
DLR
+$1.93M
5
MSFT icon
Microsoft
MSFT
+$1.86M

Top Sells

1
+$8.07M
2
+$3.9M
3
+$3.09M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.14M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.5M

Sector Composition

1 Technology 11.71%
2 Financials 9.27%
3 Healthcare 9.16%
4 Consumer Staples 6.99%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.14M 0.58%
16,996
+1,539
52
$2.09M 0.57%
19,838
+4,973
53
$2.05M 0.56%
18,258
+10
54
$2.04M 0.56%
27,239
-298
55
$2.04M 0.56%
27,666
+469
56
$1.99M 0.54%
65,153
-1,693
57
$1.98M 0.54%
48,456
-23,481
58
$1.97M 0.54%
39,642
+590
59
$1.93M 0.53%
+21,749
60
$1.92M 0.52%
14,354
-810
61
$1.85M 0.5%
136,545
-110,466
62
$1.81M 0.49%
+41,272
63
$1.78M 0.49%
24,489
-1,180
64
$1.74M 0.47%
20,307
+3,379
65
$1.73M 0.47%
18,342
+635
66
$1.68M 0.46%
23,837
+3,770
67
$1.66M 0.45%
43,627
+9,314
68
$1.64M 0.45%
32,432
+1,251
69
$1.63M 0.44%
62,042
+2,453
70
$1.6M 0.44%
32,865
+7,327
71
$1.56M 0.43%
32,050
+19,425
72
$1.55M 0.42%
36,051
+2,748
73
$1.54M 0.42%
6,934
+10
74
$1.51M 0.41%
14,092
-590
75
$1.51M 0.41%
10,197
+400
1 2
3
4 5