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
$618M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.19M
3
+$1.11M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$736K
5
AMZN icon
Amazon
AMZN
+$733K

Top Sells

1
+$3.59M
2
+$1.79M
3
+$1.69M
4
EL icon
Estee Lauder
EL
+$1.1M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.07M

Sector Composition

1 Technology 17.1%
2 Healthcare 9.11%
3 Financials 8.61%
4 Communication Services 7.98%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.35%
22,139
-350
52
$2.1M 0.34%
28,722
-539
53
$2M 0.32%
28,251
-2,043
54
$1.96M 0.32%
8,473
+1,653
55
$1.9M 0.31%
14,111
-76
56
$1.86M 0.3%
45,415
+5,574
57
$1.83M 0.3%
40,512
+1,012
58
$1.66M 0.27%
63,728
-1,805
59
$1.66M 0.27%
65,733
-5,937
60
$1.64M 0.26%
7,224
+1,180
61
$1.63M 0.26%
3,497
+150
62
$1.5M 0.24%
+5,943
63
$1.41M 0.23%
18,166
+204
64
$1.25M 0.2%
7,561
-160
65
$1.22M 0.2%
14,329
-215
66
$1.19M 0.19%
+5,413
67
$1.1M 0.18%
20,416
-1,080
68
$1.1M 0.18%
25,370
-3,155
69
$1.08M 0.17%
20,388
+1,482
70
$1.07M 0.17%
18,717
-268
71
$1.06M 0.17%
9,529
-2,495
72
$924K 0.15%
5,673
-27
73
$917K 0.15%
42,168
-15,613
74
$915K 0.15%
43,179
-8,642
75
$890K 0.14%
10,432
-1,291
1 2
3
4 5