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
$476M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$1.68M
3
+$1.39M
4
ETN icon
Eaton
ETN
+$1M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1M

Top Sells

1
+$1.36M
2
+$1.02M
3
+$537K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$510K
5
CNI icon
Canadian National Railway
CNI
+$469K

Sector Composition

1 Technology 10.93%
2 Financials 10.03%
3 Healthcare 8.92%
4 Industrials 6.07%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.61M 0.55%
43,380
+3,136
52
$2.54M 0.53%
55,445
-1,740
53
$2.53M 0.53%
33,547
-1,010
54
$2.48M 0.52%
46,285
+7,903
55
$2.45M 0.51%
20,540
+941
56
$2.42M 0.51%
23,718
+2,245
57
$2.38M 0.5%
22,858
+2,813
58
$2.3M 0.48%
34,189
-1,003
59
$2.29M 0.48%
16,886
-981
60
$2.23M 0.47%
18,758
+19
61
$2.23M 0.47%
12,374
-1,709
62
$2.22M 0.47%
57,999
-14,033
63
$2.21M 0.46%
14,282
+3,761
64
$2.11M 0.44%
54,104
-2,816
65
$2.08M 0.44%
53,192
-1,036
66
$2.02M 0.42%
17,590
-1,118
67
$2M 0.42%
10,568
-1,379
68
$2M 0.42%
34,189
+291
69
$2M 0.42%
11,805
-385
70
$1.94M 0.41%
48,857
-9,479
71
$1.91M 0.4%
50,415
+1,955
72
$1.89M 0.4%
15,630
-320
73
$1.87M 0.39%
25,112
+774
74
$1.87M 0.39%
60,391
-306
75
$1.83M 0.38%
33,289
-23
1 2
3
4 5