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
$539M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$1.84M
3
+$1.8M
4
AZN icon
AstraZeneca
AZN
+$1.73M
5
TSM icon
TSMC
TSM
+$1.2M

Top Sells

1
+$2.51M
2
+$1.84M
3
+$1.83M
4
AMGN icon
Amgen
AMGN
+$1.72M
5
ABBV icon
AbbVie
ABBV
+$1.06M

Sector Composition

1 Technology 12.31%
2 Financials 8.62%
3 Healthcare 8.49%
4 Industrials 5.94%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.14M 0.58%
28,995
-1,508
52
$2.91M 0.54%
55,883
+7,185
53
$2.79M 0.52%
56,965
-50
54
$2.45M 0.45%
63,295
-250
55
$2.38M 0.44%
11,945
-329
56
$2.34M 0.43%
42,315
-8,424
57
$2.34M 0.43%
31,793
-373
58
$2.12M 0.39%
62,292
-3,970
59
$2.08M 0.39%
38,237
-4,543
60
$2.01M 0.37%
40,620
+470
61
$1.97M 0.37%
15,844
-155
62
$1.97M 0.37%
38,012
-2,518
63
$1.92M 0.36%
7,785
-649
64
$1.71M 0.32%
17,245
-7,452
65
$1.66M 0.31%
31,584
+3,071
66
$1.64M 0.3%
11,547
-1,331
67
$1.63M 0.3%
20,703
+1,119
68
$1.62M 0.3%
27,738
-1,559
69
$1.61M 0.3%
23,300
+980
70
$1.61M 0.3%
29,238
-1,478
71
$1.6M 0.3%
20,095
+6,658
72
$1.57M 0.29%
16,673
-1,850
73
$1.54M 0.29%
12,863
-556
74
$1.52M 0.28%
43,241
-1,748
75
$1.51M 0.28%
12,769
+51
1 2
3
4 5