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
$398M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$2.13M
3
+$994K
4
PSX icon
Phillips 66
PSX
+$892K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$805K

Top Sells

1
+$11.5M
2
+$7.52M
3
+$7.06M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.66M
5
AAPL icon
Apple
AAPL
+$3.56M

Sector Composition

1 Technology 13.68%
2 Healthcare 9.39%
3 Financials 8.12%
4 Communication Services 6.18%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.49%
67,165
+2,700
52
$1.89M 0.48%
28,727
-7,544
53
$1.86M 0.47%
14,186
-8,399
54
$1.7M 0.43%
10,661
-1,503
55
$1.65M 0.42%
15,008
-614
56
$1.62M 0.41%
19,301
-3,613
57
$1.61M 0.41%
8,293
-556
58
$1.53M 0.39%
9,284
-7,689
59
$1.5M 0.38%
21,166
-46,543
60
$1.47M 0.37%
19,868
-39
61
$1.39M 0.35%
16,799
+315
62
$1.25M 0.31%
6,922
+820
63
$1.23M 0.31%
27,852
-8,287
64
$1.1M 0.28%
26,073
+548
65
$981K 0.25%
4,377
-1,644
66
$956K 0.24%
24,324
-16,273
67
$929K 0.23%
2,867
-156
68
$895K 0.23%
20,215
-16,887
69
$892K 0.22%
21,405
-7,935
70
$883K 0.22%
27,433
-623
71
$872K 0.22%
2,741
+1,679
72
$859K 0.22%
27,741
-29,502
73
$841K 0.21%
24,325
-8,536
74
$832K 0.21%
8,121
-1,762
75
$805K 0.2%
+4,401
1 2
3
4 5