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
$656M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$8.65M
3
+$3.98M
4
ACN icon
Accenture
ACN
+$2.11M
5
CPAY icon
Corpay
CPAY
+$1.39M

Top Sells

1
+$7.95M
2
+$6.02M
3
+$2.77M
4
AVGO icon
Broadcom
AVGO
+$1.92M
5
JPM icon
JPMorgan Chase
JPM
+$1.41M

Sector Composition

1 Technology 20.3%
2 Healthcare 9.51%
3 Financials 7.08%
4 Consumer Discretionary 6.6%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.87M 0.44%
16,465
-813
52
$2.81M 0.43%
51,119
-2,738
53
$2.8M 0.43%
19,223
+2,842
54
$2.79M 0.43%
41,938
-419
55
$2.64M 0.4%
52,622
+5,917
56
$2.57M 0.39%
10,083
+5,458
57
$2.49M 0.38%
37,893
-555
58
$2.29M 0.35%
39,124
-3,080
59
$2.15M 0.33%
4,221
-668
60
$2.13M 0.32%
7,058
61
$2.09M 0.32%
27,782
-471
62
$2M 0.3%
7,581
-8
63
$1.87M 0.29%
34,792
+2,957
64
$1.74M 0.27%
39,990
-60
65
$1.72M 0.26%
34,674
-22,425
66
$1.67M 0.25%
10,703
+651
67
$1.59M 0.24%
10,445
-5,006
68
$1.49M 0.23%
86,825
+5,144
69
$1.48M 0.23%
33,459
+1,292
70
$1.42M 0.22%
25,399
+1,247
71
$1.35M 0.2%
3,453
+646
72
$1.32M 0.2%
10,886
+125
73
$1.27M 0.19%
13,892
+7,107
74
$1.26M 0.19%
11,920
+859
75
$1.23M 0.19%
11,935
-86
1 2
3
4 5