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
$609M
AUM Growth
-$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.11M
3
+$1.11M
4
AES icon
AES
AES
+$1.1M
5
QSR icon
Restaurant Brands International
QSR
+$1.05M

Top Sells

1
+$1.39M
2
+$1.27M
3
+$1.1M
4
AVGO icon
Broadcom
AVGO
+$1.02M
5
UNH icon
UnitedHealth
UNH
+$865K

Sector Composition

1 Technology 18.61%
2 Healthcare 9.99%
3 Financials 7.66%
4 Consumer Discretionary 7.45%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.51M 0.58%
65,350
-3,350
52
$3.3M 0.54%
128,422
+42,618
53
$2.78M 0.46%
25,060
+2,557
54
$2.12M 0.35%
41,939
+1,067
55
$2.1M 0.34%
18,412
-175
56
$2.06M 0.34%
13,470
-366
57
$1.98M 0.32%
17,353
-44
58
$1.94M 0.32%
7,826
-9
59
$1.89M 0.31%
38,022
-6,935
60
$1.77M 0.29%
21,579
-8,262
61
$1.69M 0.28%
19,992
-5,119
62
$1.53M 0.25%
58,233
-4,317
63
$1.39M 0.23%
27,415
-940
64
$1.32M 0.22%
3,250
+382
65
$1.32M 0.22%
24,759
-553
66
$1.3M 0.21%
7,327
-274
67
$1.2M 0.2%
44,080
-310
68
$1.19M 0.2%
19,246
-191
69
$1.12M 0.18%
20,044
+635
70
$1.01M 0.17%
40,768
+596
71
$993K 0.16%
11,851
+1,110
72
$993K 0.16%
+10,026
73
$789K 0.13%
3,929
-1,109
74
$772K 0.13%
10,991
-591
75
$769K 0.13%
16,421
+7
1 2
3
4 5