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
$529M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$2.83M
3
+$2.04M
4
AZN icon
AstraZeneca
AZN
+$1.93M
5
NTAP icon
NetApp
NTAP
+$1.76M

Top Sells

1
+$4.52M
2
+$3.15M
3
+$2.59M
4
ABBV icon
AbbVie
ABBV
+$1.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.77M

Sector Composition

1 Technology 12%
2 Financials 9.02%
3 Healthcare 8.97%
4 Consumer Discretionary 5.95%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.83M 0.53%
+102,794
52
$2.81M 0.53%
57,015
+1,105
53
$2.72M 0.52%
66,262
-6,016
54
$2.72M 0.51%
48,698
+7,989
55
$2.66M 0.5%
50,739
-4,780
56
$2.47M 0.47%
63,545
+1,580
57
$2.31M 0.44%
32,166
-2,348
58
$2.28M 0.43%
24,697
-8,283
59
$2.25M 0.43%
12,274
-687
60
$2.2M 0.42%
40,150
+96
61
$2.18M 0.41%
42,780
-4,737
62
$2.07M 0.39%
8,434
-116
63
$2.03M 0.38%
42,344
-22,820
64
$2.01M 0.38%
40,530
-6,817
65
$1.86M 0.35%
10,075
-4,145
66
$1.76M 0.33%
+28,513
67
$1.75M 0.33%
15,999
-1,781
68
$1.73M 0.33%
30,716
+182
69
$1.72M 0.32%
12,878
-562
70
$1.71M 0.32%
29,297
-616
71
$1.62M 0.31%
44,989
-1,141
72
$1.59M 0.3%
9,669
-847
73
$1.56M 0.3%
22,320
+535
74
$1.55M 0.29%
18,523
-1,864
75
$1.55M 0.29%
12,718
+352
1 2
3
4 5