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
$433M
AUM Growth
+$6.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$2.08M
3
+$1.75M
4
NWL icon
Newell Brands
NWL
+$1.5M
5
UNH icon
UnitedHealth
UNH
+$1.46M

Top Sells

1
+$2.93M
2
+$2.36M
3
+$1.39M
4
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$1.34M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.29M

Sector Composition

1 Technology 10.45%
2 Financials 9.84%
3 Healthcare 9.4%
4 Industrials 6.41%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.41M 0.56%
12,993
+7,868
52
$2.4M 0.55%
61,956
-4,081
53
$2.37M 0.55%
44,094
+6,441
54
$2.36M 0.54%
147,700
+74,152
55
$2.36M 0.54%
38,552
+738
56
$2.3M 0.53%
32,769
+923
57
$2.29M 0.53%
15,109
-626
58
$2.28M 0.53%
17,590
+1,933
59
$2.28M 0.53%
57,187
+58
60
$2.25M 0.52%
38,186
-2,417
61
$2.13M 0.49%
19,231
-386
62
$2.12M 0.49%
19,588
-2,425
63
$2.1M 0.48%
60,021
-4,540
64
$2.06M 0.47%
15,934
-185
65
$2.02M 0.47%
57,680
-980
66
$1.99M 0.46%
18,274
-4,995
67
$1.95M 0.45%
17,852
-2,280
68
$1.9M 0.44%
23,403
+1,738
69
$1.87M 0.43%
34,913
+632
70
$1.86M 0.43%
12,151
-380
71
$1.76M 0.41%
34,991
-1,873
72
$1.75M 0.4%
+26,197
73
$1.68M 0.39%
18,879
-1,021
74
$1.57M 0.36%
18,113
+4,535
75
$1.56M 0.36%
31,892
+465
1 2
3
4 5