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
$512M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$4.02M
3
+$2.42M
4
AVGO icon
Broadcom
AVGO
+$1.59M
5
CCL icon
Carnival Corp
CCL
+$1.09M

Top Sells

1
+$15.3M
2
+$7.45M
3
+$2.6M
4
CA
CA, Inc.
CA
+$1.05M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.01M

Sector Composition

1 Technology 11.56%
2 Healthcare 9.33%
3 Financials 8.85%
4 Consumer Discretionary 6.07%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.69M 0.53%
55,710
+50,085
52
$2.66M 0.52%
10,457
-2,120
53
$2.66M 0.52%
60,097
-4,423
54
$2.65M 0.52%
50,873
+1,186
55
$2.55M 0.5%
44,878
+5,796
56
$2.34M 0.46%
50,715
-2,102
57
$2.32M 0.45%
34,718
-819
58
$2.31M 0.45%
15,913
-3,246
59
$2.21M 0.43%
52,748
+2,132
60
$2.18M 0.43%
26,211
-2,317
61
$2.12M 0.41%
52,640
-875
62
$2.1M 0.41%
8,734
+881
63
$2.02M 0.39%
33,079
+543
64
$1.98M 0.39%
44,905
-1,248
65
$1.95M 0.38%
23,013
-3,014
66
$1.93M 0.38%
31,676
-1,144
67
$1.88M 0.37%
20,836
+4,230
68
$1.88M 0.37%
38,607
-5,233
69
$1.87M 0.37%
16,021
-855
70
$1.76M 0.34%
70,850
+2,260
71
$1.73M 0.34%
26,875
+2,058
72
$1.69M 0.33%
16,710
-1,375
73
$1.61M 0.32%
22,494
+238
74
$1.61M 0.32%
14,204
-507
75
$1.6M 0.31%
10,855
+30
1 2
3
4 5