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
$493M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$15.6M
3
+$3.66M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.81M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.66M

Top Sells

1
+$22.4M
2
+$12.2M
3
+$3.81M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.3M
5
GE icon
GE Aerospace
GE
+$1.25M

Sector Composition

1 Technology 11.13%
2 Healthcare 8.92%
3 Financials 8.91%
4 Consumer Discretionary 5.88%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.73M 0.56%
19,159
-8,366
52
$2.62M 0.53%
33,006
+1,026
53
$2.58M 0.52%
49,687
-23,274
54
$2.41M 0.49%
23,249
+2,125
55
$2.32M 0.47%
52,817
-969
56
$2.3M 0.47%
35,537
+1,141
57
$2.23M 0.45%
28,528
-1,813
58
$2.18M 0.44%
32,536
-2,002
59
$2.11M 0.43%
50,616
-508
60
$2.08M 0.42%
53,515
+2,500
61
$2.07M 0.42%
26,027
-914
62
$1.91M 0.39%
39,082
-3,083
63
$1.9M 0.39%
32,820
+101
64
$1.89M 0.38%
43,840
-5,435
65
$1.85M 0.38%
15,112
-1,124
66
$1.79M 0.36%
16,876
-1,765
67
$1.78M 0.36%
7,853
+1,373
68
$1.71M 0.35%
47,893
-2,534
69
$1.71M 0.35%
68,590
+36,720
70
$1.69M 0.34%
18,085
+570
71
$1.69M 0.34%
46,153
-1,721
72
$1.65M 0.34%
33,538
-140
73
$1.55M 0.31%
14,711
-948
74
$1.55M 0.31%
14,441
+99
75
$1.51M 0.31%
10,825
-615
1 2
3
4 5