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
$747M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$10.7M
3
+$5.4M
4
CPAY icon
Corpay
CPAY
+$4.04M
5
AXP icon
American Express
AXP
+$1.65M

Top Sells

1
+$6.78M
2
+$4.66M
3
+$2.62M
4
GLW icon
Corning
GLW
+$1.79M
5
V icon
Visa
V
+$1.37M

Sector Composition

1 Technology 21.91%
2 Healthcare 8.67%
3 Financials 6.95%
4 Consumer Discretionary 6.41%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.81M 0.51%
9,243
-962
52
$3.4M 0.46%
49,419
-1,700
53
$3.27M 0.44%
41,859
-79
54
$3.22M 0.43%
57,635
+5,013
55
$3.11M 0.42%
14,784
-1,681
56
$2.77M 0.37%
18,910
-313
57
$2.71M 0.36%
40,203
+2,310
58
$2.45M 0.33%
7,081
+23
59
$2.43M 0.33%
8,197
+616
60
$2.11M 0.28%
34,430
-4,694
61
$2.1M 0.28%
42,380
+2,390
62
$1.87M 0.25%
4,067
+614
63
$1.82M 0.24%
11,585
+882
64
$1.78M 0.24%
2,984
-1,237
65
$1.78M 0.24%
35,235
+443
66
$1.71M 0.23%
9,574
-871
67
$1.65M 0.22%
28,053
+2,654
68
$1.61M 0.21%
87,324
+499
69
$1.58M 0.21%
19,418
-8,364
70
$1.57M 0.21%
16,390
+2,498
71
$1.47M 0.2%
33,625
+166
72
$1.44M 0.19%
11,196
-404
73
$1.41M 0.19%
12,955
+1,020
74
$1.36M 0.18%
12,907
+987
75
$1.31M 0.18%
15,881
+1,315
1 2
3
4 5