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
$509M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.2M
3
+$2.09M
4
TSM icon
TSMC
TSM
+$1.82M
5
AZN icon
AstraZeneca
AZN
+$1.25M

Top Sells

1
+$2.39M
2
+$2.35M
3
+$1.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.25M
5
BIIB icon
Biogen
BIIB
+$1.17M

Sector Composition

1 Technology 12.19%
2 Healthcare 9.41%
3 Financials 8.53%
4 Consumer Discretionary 5.92%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.85M 0.56%
91,220
-75,170
52
$2.72M 0.53%
55,910
-5,485
53
$2.7M 0.53%
14,220
-3,261
54
$2.7M 0.53%
55,832
+2,604
55
$2.67M 0.53%
55,519
+1,015
56
$2.61M 0.51%
25,094
+1,453
57
$2.37M 0.46%
34,514
+183
58
$2.35M 0.46%
58,095
+30,843
59
$2.35M 0.46%
61,965
+7,375
60
$2.27M 0.45%
40,709
+6,692
61
$2.23M 0.44%
47,517
-2,424
62
$2.16M 0.43%
40,054
+876
63
$2.15M 0.42%
12,961
-1,890
64
$2.13M 0.42%
47,347
-22,600
65
$2.08M 0.41%
8,550
-844
66
$1.91M 0.37%
10,516
+1,645
67
$1.85M 0.36%
17,780
-5,987
68
$1.73M 0.34%
23,902
+2,121
69
$1.72M 0.34%
20,387
+243
70
$1.67M 0.33%
46,130
-1,452
71
$1.67M 0.33%
13,440
-342
72
$1.64M 0.32%
30,534
+9,138
73
$1.63M 0.32%
29,913
-1,029
74
$1.55M 0.31%
13,905
-1,183
75
$1.52M 0.3%
8,316
+2,993
1 2
3
4 5