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
$568M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$2.98M
3
+$2.4M
4
TMUS icon
T-Mobile US
TMUS
+$2.37M
5
TTE icon
TotalEnergies
TTE
+$1.83M

Top Sells

1
+$24.9M
2
+$2.55M
3
+$1.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.38M
5
T icon
AT&T
T
+$1.01M

Sector Composition

1 Technology 17.22%
2 Healthcare 9.05%
3 Financials 8.37%
4 Communication Services 7.55%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.4M 0.42%
31,070
-6,666
52
$2.18M 0.38%
8,203
-1,271
53
$2.13M 0.38%
21,550
+547
54
$2.02M 0.36%
32,785
-1,754
55
$2.01M 0.35%
17,157
+4,108
56
$1.97M 0.35%
14,163
-249
57
$1.83M 0.32%
+43,636
58
$1.8M 0.32%
82,769
-46,283
59
$1.58M 0.28%
67,350
-242
60
$1.56M 0.27%
7,258
-731
61
$1.47M 0.26%
68,514
+4,110
62
$1.46M 0.26%
17,063
-11,414
63
$1.45M 0.26%
13,569
-2,791
64
$1.39M 0.25%
18,727
-275
65
$1.26M 0.22%
31,261
-19,058
66
$1.17M 0.21%
15,717
-3,093
67
$1.16M 0.2%
7,361
-1,409
68
$1.15M 0.2%
14,683
-903
69
$1.13M 0.2%
20,521
-660
70
$1.07M 0.19%
1,999
-401
71
$1.04M 0.18%
2,705
-54
72
$983K 0.17%
57,968
-1,520
73
$969K 0.17%
8,062
-241
74
$958K 0.17%
68,007
+43,071
75
$927K 0.16%
3,999
-1,243
1 2
3
4 5