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
$625M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.7M
3
+$2.05M
4
RTX icon
RTX Corp
RTX
+$1.83M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.63M

Top Sells

1
+$1.48M
2
+$1.41M
3
+$898K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$896K
5
ADBE icon
Adobe
ADBE
+$891K

Sector Composition

1 Technology 19.41%
2 Healthcare 10.03%
3 Financials 7.75%
4 Consumer Discretionary 6.65%
5 Communication Services 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.08M 0.49%
62,183
-29,859
52
$3.04M 0.49%
9,213
+455
53
$2.86M 0.46%
42,526
-3,651
54
$2.66M 0.43%
29,229
+114
55
$2.56M 0.41%
15,550
+7,995
56
$2.33M 0.37%
15,697
-107
57
$2.32M 0.37%
39,346
-1,484
58
$2.31M 0.37%
7,815
-475
59
$2.24M 0.36%
7,840
+4,080
60
$2.08M 0.33%
43,215
+2,858
61
$2.08M 0.33%
7,441
+215
62
$2.05M 0.33%
+39,083
63
$1.72M 0.27%
29,603
+7,182
64
$1.55M 0.25%
29,656
+4,910
65
$1.44M 0.23%
9,267
+1,573
66
$1.35M 0.22%
21,721
+2,835
67
$1.33M 0.21%
54,498
-3,519
68
$1.24M 0.2%
11,678
+850
69
$1.2M 0.19%
31,765
+6,490
70
$1.14M 0.18%
5,801
-1,446
71
$1.11M 0.18%
40,010
+840
72
$1.06M 0.17%
10,767
+284
73
$1.05M 0.17%
13,608
-543
74
$1.03M 0.17%
10,221
+2,113
75
$1.03M 0.16%
12,752
+2,255
1 2
3
4 5