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
$458M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$4.18M
3
+$3.04M
4
ADBE icon
Adobe
ADBE
+$1.48M
5
AVGO icon
Broadcom
AVGO
+$1.4M

Top Sells

1
+$9.15M
2
+$4.27M
3
+$4.27M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$3.62M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.18M

Sector Composition

1 Technology 16.3%
2 Healthcare 9.67%
3 Financials 8.55%
4 Communication Services 6.93%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.04M 0.44%
52,921
-4,330
52
$1.98M 0.43%
9,155
+862
53
$1.84M 0.4%
9,772
-889
54
$1.78M 0.39%
9,722
-6,792
55
$1.78M 0.39%
14,862
-146
56
$1.68M 0.37%
59,956
-23,319
57
$1.65M 0.36%
20,629
+761
58
$1.59M 0.35%
20,205
-961
59
$1.56M 0.34%
11,114
-3,072
60
$1.52M 0.33%
8,225
-1,059
61
$1.43M 0.31%
17,930
+14,520
62
$1.33M 0.29%
18,089
-10,638
63
$1.22M 0.27%
23,922
-2,151
64
$1.15M 0.25%
6,419
+2,018
65
$1.07M 0.23%
23,025
-1,299
66
$1.06M 0.23%
21,076
-3,249
67
$1.05M 0.23%
11,493
+3,967
68
$1.05M 0.23%
20,885
-6,548
69
$1.05M 0.23%
19,152
+2,295
70
$1.02M 0.22%
2,749
-118
71
$977K 0.21%
21,863
+1,648
72
$830K 0.18%
13,467
+5,954
73
$829K 0.18%
13,614
+3,044
74
$789K 0.17%
7,098
+360
75
$775K 0.17%
53,482
+20,702
1 2
3
4 5