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
$816M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$3.4M
3
+$2.66M
4
ACM icon
Aecom
ACM
+$2.6M
5
NVDA icon
NVIDIA
NVDA
+$1.97M

Top Sells

1
+$4.38M
2
+$3.15M
3
+$2.81M
4
UNP icon
Union Pacific
UNP
+$1.94M
5
DPZ icon
Domino's
DPZ
+$1.64M

Sector Composition

1 Technology 22.09%
2 Healthcare 8.65%
3 Financials 7.07%
4 Consumer Discretionary 6.2%
5 Communication Services 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.41M 0.42%
47,134
-2,285
52
$3.29M 0.4%
100,570
-20,307
53
$3.27M 0.4%
53,178
-4,457
54
$3.04M 0.37%
18,717
-193
55
$2.95M 0.36%
5,947
-3,296
56
$2.67M 0.33%
10,865
-7,885
57
$2.62M 0.32%
6,817
-264
58
$2.34M 0.29%
8,312
+115
59
$2.31M 0.28%
33,518
-6,685
60
$2.28M 0.28%
4,105
+38
61
$2.24M 0.27%
10,499
-4,285
62
$1.94M 0.24%
14,677
+1,722
63
$1.93M 0.24%
9,044
-530
64
$1.92M 0.24%
16,548
+6,153
65
$1.9M 0.23%
12,033
+448
66
$1.84M 0.23%
36,856
+1,621
67
$1.81M 0.22%
22,729
-19,130
68
$1.77M 0.22%
28,945
+892
69
$1.75M 0.22%
11,785
+589
70
$1.66M 0.2%
13,220
+313
71
$1.56M 0.19%
86,912
-412
72
$1.49M 0.18%
4,442
+831
73
$1.49M 0.18%
34,337
+712
74
$1.49M 0.18%
2,289
+1,036
75
$1.45M 0.18%
+5,550
1 2
3
4 5