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
$645M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.65M
3
+$1.45M
4
EG icon
Everest Group
EG
+$1.39M
5
QSR icon
Restaurant Brands International
QSR
+$1.33M

Top Sells

1
+$4.31M
2
+$1.42M
3
+$909K
4
RTX icon
RTX Corp
RTX
+$884K
5
HD icon
Home Depot
HD
+$852K

Sector Composition

1 Technology 18.75%
2 Healthcare 9.81%
3 Financials 7.96%
4 Consumer Discretionary 7.87%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.9M 0.45%
32,538
-1,580
52
$2.34M 0.36%
25,111
-1,802
53
$2.33M 0.36%
22,503
+2,540
54
$2.29M 0.35%
29,841
-828
55
$2.26M 0.35%
13,836
-29
56
$2.25M 0.35%
44,957
-4,688
57
$2.1M 0.33%
7,835
+16
58
$2.08M 0.32%
85,804
+20,001
59
$2.02M 0.31%
40,872
+1,218
60
$2.02M 0.31%
17,397
-1,046
61
$1.91M 0.3%
18,587
-1,703
62
$1.69M 0.26%
62,550
-2,487
63
$1.62M 0.25%
2,868
-161
64
$1.53M 0.24%
25,312
-1,793
65
$1.45M 0.22%
+28,355
66
$1.31M 0.2%
44,390
+800
67
$1.3M 0.2%
7,601
+27
68
$1.23M 0.19%
19,409
-585
69
$1.15M 0.18%
19,437
+314
70
$1.07M 0.17%
10,401
-194
71
$1.03M 0.16%
5,038
-477
72
$1.02M 0.16%
40,172
-914
73
$982K 0.15%
3,800
74
$919K 0.14%
7,854
-250
75
$832K 0.13%
1,266
-111
1 2
3
4 5