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
$574M
AUM Growth
+$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$4.04M
3
+$3.37M
4
DHR icon
Danaher
DHR
+$1.99M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.77M

Top Sells

1
+$6.02M
2
+$5.31M
3
+$4.98M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.43M
5
LHX icon
L3Harris
LHX
+$1.98M

Sector Composition

1 Technology 16.83%
2 Healthcare 10.87%
3 Financials 8.04%
4 Consumer Discretionary 7.01%
5 Consumer Staples 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.03M 0.53%
8,758
+2,378
52
$2.99M 0.52%
46,177
-17,506
53
$2.8M 0.49%
27,718
+15,739
54
$2.76M 0.48%
29,115
-2,943
55
$2.62M 0.46%
8,290
-4,961
56
$2.53M 0.44%
40,830
-4,377
57
$2.4M 0.42%
15,804
+2,851
58
$1.9M 0.33%
7,226
-481
59
$1.82M 0.32%
40,357
+34,974
60
$1.46M 0.25%
58,017
+3,753
61
$1.41M 0.25%
31,213
-3,731
62
$1.36M 0.24%
7,694
-138
63
$1.2M 0.21%
10,828
-1,613
64
$1.2M 0.21%
18,886
-543
65
$1.19M 0.21%
7,247
-3,314
66
$1.18M 0.21%
14,151
-1,410
67
$1.18M 0.21%
24,746
+2,394
68
$1.12M 0.19%
+7,555
69
$1.08M 0.19%
22,421
+5,025
70
$1.05M 0.18%
10,483
-5,121
71
$1M 0.17%
3,760
+1,936
72
$984K 0.17%
8,015
-4,470
73
$884K 0.15%
25,275
+7,136
74
$836K 0.15%
7,338
-30,096
75
$829K 0.14%
10,671
+801
1 2
3
4 5