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
$377M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$2.15M
3
+$1.94M
4
DLR icon
Digital Realty Trust
DLR
+$1.41M
5
HSY icon
Hershey
HSY
+$693K

Top Sells

1
+$4.17M
2
+$2.06M
3
+$1.38M
4
ORCL icon
Oracle
ORCL
+$1.04M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$658K

Sector Composition

1 Technology 11.13%
2 Healthcare 9.72%
3 Financials 9.23%
4 Consumer Staples 7.18%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.56%
169,046
-12,259
52
$2.11M 0.56%
17,258
-1,000
53
$2.09M 0.55%
18,457
-1,019
54
$2.08M 0.55%
36,259
+861
55
$2.01M 0.53%
20,757
-21,242
56
$2.01M 0.53%
35,161
-1,281
57
$1.99M 0.53%
36,113
+3,681
58
$1.98M 0.53%
27,094
+3,257
59
$1.98M 0.52%
141,117
+4,572
60
$1.94M 0.51%
42,902
+4,566
61
$1.92M 0.51%
50,905
+7,278
62
$1.89M 0.5%
40,984
-288
63
$1.84M 0.49%
70,059
+8,017
64
$1.8M 0.48%
24,491
+2
65
$1.8M 0.48%
33,718
-5,924
66
$1.78M 0.47%
10,750
+553
67
$1.76M 0.47%
19,392
+1,050
68
$1.76M 0.47%
13,751
-603
69
$1.73M 0.46%
31,458
-1,672
70
$1.67M 0.44%
34,115
+2,065
71
$1.62M 0.43%
13,492
-600
72
$1.58M 0.42%
36,902
+851
73
$1.54M 0.41%
13,639
+759
74
$1.46M 0.39%
5,869
-1,065
75
$1.44M 0.38%
48,060
-2,785
1 2
3
4 5