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
$671M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$3.69M
3
+$2.19M
4
RTX icon
RTX Corp
RTX
+$1.47M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.03M

Top Sells

1
+$1.65M
2
+$1.56M
3
+$1.26M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$985K
5
LLY icon
Eli Lilly
LLY
+$771K

Sector Composition

1 Technology 21.24%
2 Healthcare 9.81%
3 Financials 7.34%
4 Consumer Discretionary 6.68%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.05M 0.45%
53,857
+14,774
52
$2.83M 0.42%
57,099
-5,084
53
$2.82M 0.42%
42,204
-7,652
54
$2.81M 0.42%
16,124
+574
55
$2.68M 0.4%
15,451
-9,543
56
$2.49M 0.37%
16,381
+684
57
$2.43M 0.36%
46,705
+3,490
58
$2.39M 0.36%
4,889
-3,181
59
$2.38M 0.35%
28,253
-976
60
$2.26M 0.34%
7,589
+148
61
$2.22M 0.33%
38,448
-898
62
$2.19M 0.33%
7,058
-757
63
$1.69M 0.25%
40,050
+40
64
$1.66M 0.25%
10,052
+785
65
$1.65M 0.25%
31,835
+2,179
66
$1.45M 0.22%
24,152
+2,431
67
$1.39M 0.21%
12,021
+343
68
$1.34M 0.2%
32,167
+402
69
$1.32M 0.2%
11,061
+8,607
70
$1.31M 0.2%
81,681
+28,682
71
$1.31M 0.2%
54,102
-396
72
$1.23M 0.18%
10,761
-6
73
$1.2M 0.18%
13,620
+868
74
$1.16M 0.17%
4,625
+3,564
75
$1.13M 0.17%
10,845
+624
1 2
3
4 5