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
$503M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$1.57M
3
+$1.31M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.19M
5
VMW
VMware, Inc
VMW
+$985K

Top Sells

1
+$8.7M
2
+$6.27M
3
+$2.04M
4
AAPL icon
Apple
AAPL
+$1.35M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.22M

Sector Composition

1 Technology 17.49%
2 Healthcare 9.66%
3 Financials 8%
4 Communication Services 7.02%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.62M 0.52%
37,736
-7,492
52
$2.2M 0.44%
28,477
-523
53
$2.16M 0.43%
26,453
+8,523
54
$2.07M 0.41%
9,474
-298
55
$2M 0.4%
14,412
-450
56
$1.99M 0.4%
21,003
+374
57
$1.75M 0.35%
7,989
-236
58
$1.54M 0.31%
50,319
-9,637
59
$1.49M 0.3%
34,539
+10,617
60
$1.41M 0.28%
16,360
-1,729
61
$1.36M 0.27%
13,049
+1,556
62
$1.31M 0.26%
8,770
-2,344
63
$1.22M 0.24%
67,592
+14,110
64
$1.2M 0.24%
8,376
+6,856
65
$1.19M 0.24%
+64,404
66
$1.18M 0.24%
19,002
-150
67
$1.17M 0.23%
2,759
+10
68
$1.13M 0.22%
20,451
-625
69
$1.12M 0.22%
5,242
-1,177
70
$1.1M 0.22%
18,810
-2,075
71
$1.1M 0.22%
6,622
-476
72
$1.05M 0.21%
21,181
-682
73
$990K 0.2%
15,586
+1,972
74
$911K 0.18%
23,122
+97
75
$847K 0.17%
8,303
+83
1 2
3
4 5