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
$403M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$1.07M
3
+$981K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$639K
5
MCD icon
McDonald's
MCD
+$595K

Top Sells

1
+$4.83M
2
+$1.9M
3
+$1.01M
4
CTSH icon
Cognizant
CTSH
+$612K
5
AFL icon
Aflac
AFL
+$591K

Sector Composition

1 Technology 11.15%
2 Financials 10%
3 Healthcare 8.49%
4 Industrials 6.92%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.14M 0.53%
38,086
+792
52
$2.13M 0.53%
62,541
-63
53
$2.12M 0.53%
38,141
+3,024
54
$2.02M 0.5%
16,330
-566
55
$1.99M 0.49%
27,989
+3,032
56
$1.97M 0.49%
30,107
+1,453
57
$1.96M 0.48%
68,010
-3,710
58
$1.95M 0.48%
43,047
+867
59
$1.93M 0.48%
11,974
-129
60
$1.92M 0.48%
16,670
+2,244
61
$1.91M 0.47%
25,782
-973
62
$1.87M 0.46%
16,366
-334
63
$1.85M 0.46%
37,544
-1,488
64
$1.84M 0.46%
8,193
+1,755
65
$1.78M 0.44%
15,240
-1,947
66
$1.78M 0.44%
36,145
-1,218
67
$1.74M 0.43%
12,996
-385
68
$1.73M 0.43%
34,435
+522
69
$1.72M 0.43%
22,457
+1,161
70
$1.69M 0.42%
14,596
+2,350
71
$1.68M 0.42%
56,140
+9,620
72
$1.64M 0.41%
19,955
+1,315
73
$1.61M 0.4%
132,802
-26,658
74
$1.59M 0.39%
47,980
+1,220
75
$1.56M 0.39%
21,971
-2,856
1 2
3
4 5