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
$611M
AUM Growth
-$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.76M
3
+$1.31M
4
EG icon
Everest Group
EG
+$1.2M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1M

Top Sells

1
+$2.45M
2
+$1.64M
3
+$863K
4
NKE icon
Nike
NKE
+$790K
5
ADI icon
Analog Devices
ADI
+$728K

Sector Composition

1 Technology 17.48%
2 Healthcare 9.28%
3 Financials 8.45%
4 Communication Services 7.95%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 0.41%
19,963
+706
52
$2.49M 0.41%
49,645
-6,900
53
$2.3M 0.38%
30,669
-1,748
54
$2.11M 0.35%
26,913
-1,809
55
$1.94M 0.32%
13,865
-246
56
$1.9M 0.31%
27,105
-1,146
57
$1.9M 0.31%
39,654
-858
58
$1.89M 0.31%
7,819
-654
59
$1.88M 0.31%
9,579
+4,166
60
$1.83M 0.3%
20,290
-1,849
61
$1.61M 0.26%
65,037
-696
62
$1.58M 0.26%
20,143
+1,977
63
$1.5M 0.25%
65,803
+2,075
64
$1.45M 0.24%
3,029
-468
65
$1.22M 0.2%
7,574
+13
66
$1.21M 0.2%
13,544
-785
67
$1.09M 0.18%
19,994
-394
68
$1.02M 0.17%
24,045
-1,325
69
$1M 0.16%
19,123
-1,293
70
$957K 0.16%
17,105
-1,612
71
$922K 0.15%
5,515
-158
72
$916K 0.15%
1,377
-22
73
$914K 0.15%
41,086
-2,093
74
$903K 0.15%
43,590
+990
75
$899K 0.15%
10,595
-60
1 2
3
4 5