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
$577M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$2.76M
3
+$1.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.04M
5
LLY icon
Eli Lilly
LLY
+$1.04M

Top Sells

1
+$2.91M
2
+$1.71M
3
+$1.36M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.2M
5
TRV icon
Travelers Companies
TRV
+$831K

Sector Composition

1 Technology 13.5%
2 Healthcare 8.9%
3 Financials 8.79%
4 Communication Services 5.86%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.93M 0.51%
41,955
-6,505
52
$2.72M 0.47%
55,180
-1,785
53
$2.65M 0.46%
64,465
+1,170
54
$2.51M 0.44%
12,164
+219
55
$2.43M 0.42%
18,519
+7,906
56
$2.21M 0.38%
32,149
+356
57
$2.13M 0.37%
57,243
-5,049
58
$2.05M 0.36%
37,102
-1,135
59
$2.04M 0.35%
23,885
+3,790
60
$2.04M 0.35%
25,525
+2,225
61
$2.03M 0.35%
34,302
-8,013
62
$1.96M 0.34%
32,169
+22,927
63
$1.95M 0.34%
15,622
-222
64
$1.95M 0.34%
40,597
-23
65
$1.93M 0.33%
36,139
-1,873
66
$1.88M 0.33%
8,849
-11
67
$1.83M 0.32%
29,340
-2,244
68
$1.8M 0.31%
22,914
+2,211
69
$1.67M 0.29%
28,056
-1,182
70
$1.67M 0.29%
16,484
-189
71
$1.65M 0.29%
9,883
-247
72
$1.63M 0.28%
40,941
-2,300
73
$1.6M 0.28%
6,021
-1,764
74
$1.58M 0.27%
32,861
-1,630
75
$1.53M 0.27%
27,305
-433
1 2
3
4 5