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
$427M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$2.39M
3
+$1.81M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.39M
5
PRU icon
Prudential Financial
PRU
+$1.06M

Top Sells

1
+$2.38M
2
+$1.55M
3
+$1.35M
4
CSCO icon
Cisco
CSCO
+$967K
5
ADM icon
Archer Daniels Midland
ADM
+$711K

Sector Composition

1 Technology 10.94%
2 Financials 9.76%
3 Healthcare 8.66%
4 Industrials 6.57%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.4M 0.56%
34,357
+8,575
52
$2.39M 0.56%
+57,129
53
$2.39M 0.56%
23,269
-3,925
54
$2.36M 0.55%
80,179
-9,610
55
$2.35M 0.55%
22,013
+9,896
56
$2.31M 0.54%
48,253
-10,913
57
$2.29M 0.54%
37,814
-272
58
$2.26M 0.53%
40,603
-3,953
59
$2.26M 0.53%
12,635
+661
60
$2.2M 0.52%
31,846
-1,832
61
$2.12M 0.5%
16,119
-247
62
$2.12M 0.5%
64,561
-3,449
63
$2.1M 0.49%
19,617
-457
64
$2.08M 0.49%
43,677
+630
65
$2.01M 0.47%
15,735
-595
66
$1.98M 0.46%
20,132
+177
67
$1.95M 0.46%
15,657
+1,061
68
$1.88M 0.44%
58,660
+2,520
69
$1.85M 0.43%
36,864
+719
70
$1.84M 0.43%
12,531
-465
71
$1.65M 0.39%
34,281
-154
72
$1.63M 0.38%
13,587
-1,653
73
$1.62M 0.38%
37,653
+10,191
74
$1.6M 0.38%
19,900
-2,071
75
$1.6M 0.37%
21,665
+2,489
1 2
3
4 5