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
$516M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$2.02M
3
+$1.74M
4
AMD icon
Advanced Micro Devices
AMD
+$1.67M
5
DHR icon
Danaher
DHR
+$1.36M

Top Sells

1
+$6.09M
2
+$3.4M
3
+$1.67M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.37M
5
UNH icon
UnitedHealth
UNH
+$1.28M

Sector Composition

1 Technology 16.99%
2 Healthcare 10.19%
3 Financials 7.5%
4 Consumer Discretionary 7.34%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.3M 0.64%
16,950
+1,396
52
$2.77M 0.54%
32,058
-2,618
53
$2.68M 0.52%
9,750
-33
54
$2.43M 0.47%
10,630
+5,951
55
$2.1M 0.41%
45,207
+2,327
56
$1.98M 0.38%
6,380
+1,205
57
$1.78M 0.34%
7,707
+3
58
$1.64M 0.32%
12,953
+21
59
$1.55M 0.3%
15,604
-16,800
60
$1.47M 0.29%
10,561
-8,439
61
$1.46M 0.28%
34,944
+6,581
62
$1.33M 0.26%
12,485
-4,502
63
$1.28M 0.25%
7,832
+252
64
$1.22M 0.24%
15,561
-1,200
65
$1.2M 0.23%
54,264
-6,615
66
$1.09M 0.21%
19,429
+115
67
$1.07M 0.21%
12,441
-4,810
68
$981K 0.19%
11,979
+1,800
69
$964K 0.19%
19,567
-15,562
70
$894K 0.17%
22,352
+1,730
71
$849K 0.16%
10,520
-4,389
72
$833K 0.16%
17,396
+2,202
73
$723K 0.14%
42,577
+1,049
74
$723K 0.14%
11,899
+476
75
$713K 0.14%
6,133
-6,840
1 2
3
4 5