BCMO

Buckingham Capital Management (Ohio) Portfolio holdings

AUM $872M
1-Year Est. Return 18.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$836M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.86M
3
+$3.25M
4
WELL icon
Welltower
WELL
+$1.9M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.35M

Top Sells

1
+$2.43M
2
+$2.39M
3
+$2.2M
4
DHR icon
Danaher
DHR
+$1.96M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.95M

Sector Composition

1 Technology 23.3%
2 Healthcare 8.49%
3 Financials 6.63%
4 Consumer Discretionary 5.79%
5 Communication Services 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.99M 0.36%
40,557
-6,577
52
$2.89M 0.35%
27,740
+18,200
53
$2.8M 0.33%
89,829
-10,741
54
$2.53M 0.3%
29,553
+15,747
55
$2.35M 0.28%
6,819
+2
56
$2.3M 0.28%
13,385
+7,835
57
$2.24M 0.27%
9,978
-521
58
$2.16M 0.26%
8,477
+165
59
$2.13M 0.26%
54,872
-56,504
60
$2.1M 0.25%
18,213
+1,665
61
$1.98M 0.24%
6,324
+1,882
62
$1.94M 0.23%
30,403
+1,458
63
$1.9M 0.23%
11,635
-150
64
$1.88M 0.23%
13,330
+110
65
$1.87M 0.22%
8,256
-2,609
66
$1.86M 0.22%
8,708
-336
67
$1.83M 0.22%
14,767
+90
68
$1.77M 0.21%
12,089
+56
69
$1.76M 0.21%
7,046
-7,852
70
$1.74M 0.21%
3,443
-662
71
$1.73M 0.21%
3,354
-2,593
72
$1.66M 0.2%
24,840
-8,678
73
$1.5M 0.18%
21,322
-1,407
74
$1.5M 0.18%
2,280
-9
75
$1.44M 0.17%
36,673
+2,336
1 2
3
4 5