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
$534M
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.79M
3
+$1.78M
4
EG icon
Everest Group
EG
+$1.4M
5
PLD icon
Prologis
PLD
+$1.34M

Top Sells

1
+$1.69M
2
+$1.37M
3
+$1.3M
4
ADI icon
Analog Devices
ADI
+$1.15M
5
DLR icon
Digital Realty Trust
DLR
+$1.13M

Sector Composition

1 Technology 17.39%
2 Healthcare 10.46%
3 Financials 7.45%
4 Consumer Discretionary 7.01%
5 Communication Services 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.13M 0.59%
149,177
+20,755
52
$2.8M 0.52%
36,577
+32,085
53
$2.78M 0.52%
19,000
-7,876
54
$2.26M 0.42%
42,880
+941
55
$2.02M 0.38%
5,175
+1,925
56
$1.94M 0.36%
16,987
-366
57
$1.9M 0.36%
7,704
-122
58
$1.86M 0.35%
12,932
-538
59
$1.78M 0.33%
+54,506
60
$1.73M 0.32%
35,129
-2,893
61
$1.61M 0.3%
13,651
+11,419
62
$1.57M 0.29%
17,251
-4,328
63
$1.51M 0.28%
12,973
-5,439
64
$1.45M 0.27%
60,879
+2,646
65
$1.35M 0.25%
7,580
+253
66
$1.34M 0.25%
14,909
-10,151
67
$1.3M 0.24%
28,363
+3,604
68
$1.3M 0.24%
16,761
-3,231
69
$1.22M 0.23%
19,314
+68
70
$1.05M 0.2%
+4,679
71
$978K 0.18%
10,179
+153
72
$879K 0.16%
20,622
+578
73
$825K 0.15%
15,194
+5,791
74
$769K 0.14%
41,528
+760
75
$733K 0.14%
9,955
+2,660
1 2
3
4 5