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
$391M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$962K
3
+$904K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$591K
5
LOW icon
Lowe's Companies
LOW
+$542K

Top Sells

1
+$6.41M
2
+$2.01M
3
+$1.76M
4
LMT icon
Lockheed Martin
LMT
+$1.07M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$714K

Sector Composition

1 Technology 11.61%
2 Healthcare 9.53%
3 Financials 9.34%
4 Consumer Staples 6.66%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.55%
45,146
+2,244
52
$2.15M 0.55%
31,710
+252
53
$2.15M 0.55%
24,827
-1,845
54
$2.12M 0.54%
28,654
+1,560
55
$2.12M 0.54%
12,103
+1,353
56
$2.11M 0.54%
16,700
+82
57
$2.1M 0.54%
17,187
-1,270
58
$2M 0.51%
55,726
-15,904
59
$1.95M 0.5%
16,896
-362
60
$1.93M 0.49%
159,460
-9,586
61
$1.92M 0.49%
42,180
+1,196
62
$1.9M 0.49%
35,117
-44
63
$1.9M 0.49%
23,917
-574
64
$1.89M 0.48%
21,296
+1,904
65
$1.88M 0.48%
26,755
+3,666
66
$1.85M 0.47%
14,426
+2,942
67
$1.8M 0.46%
24,957
+7,512
68
$1.72M 0.44%
13,381
-370
69
$1.72M 0.44%
35,813
-446
70
$1.71M 0.44%
34,909
+794
71
$1.66M 0.42%
37,363
+461
72
$1.62M 0.41%
32,462
-1,256
73
$1.58M 0.4%
13,635
-4
74
$1.54M 0.39%
33,913
+531
75
$1.54M 0.39%
39,032
+1,485
1 2
3
4 5