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
$594M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$2.44M
3
+$2.14M
4
TJX icon
TJX Companies
TJX
+$1.13M
5
AMZN icon
Amazon
AMZN
+$1.1M

Top Sells

1
+$2.15M
2
+$1.58M
3
+$1.28M
4
EL icon
Estee Lauder
EL
+$1.08M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$818K

Sector Composition

1 Technology 16.69%
2 Healthcare 8.91%
3 Financials 8.54%
4 Communication Services 7.62%
5 Consumer Discretionary 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.21M 0.37%
29,261
-1,809
52
$2.2M 0.37%
30,294
-2,491
53
$2.15M 0.36%
22,489
+939
54
$1.92M 0.32%
14,187
+24
55
$1.84M 0.31%
39,500
-4,136
56
$1.76M 0.3%
65,533
-1,817
57
$1.74M 0.29%
71,670
+3,156
58
$1.73M 0.29%
39,841
+21,286
59
$1.53M 0.26%
6,820
-438
60
$1.41M 0.24%
17,962
-765
61
$1.38M 0.23%
28,525
-2,736
62
$1.37M 0.23%
6,044
-6,986
63
$1.32M 0.22%
57,781
-24,988
64
$1.32M 0.22%
14,455
-228
65
$1.31M 0.22%
12,024
-1,545
66
$1.3M 0.22%
4,486
-3,717
67
$1.27M 0.21%
7,721
+360
68
$1.25M 0.21%
14,544
-1,173
69
$1.23M 0.21%
3,347
+642
70
$1.13M 0.19%
21,496
+975
71
$1.04M 0.18%
7,523
-539
72
$1.03M 0.17%
18,985
+1,377
73
$1.01M 0.17%
5,973
+478
74
$978K 0.16%
18,906
-934
75
$973K 0.16%
12,341
-4,722
1 2
3
4 5