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
$317M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$4.33M
3
+$1.7M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.63M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$661K

Top Sells

1
+$4.41M
2
+$4.31M
3
+$1.15M
4
BMY icon
Bristol-Myers Squibb
BMY
+$662K
5
AZN icon
AstraZeneca
AZN
+$506K

Sector Composition

1 Technology 11.9%
2 Healthcare 9.04%
3 Financials 8.52%
4 Industrials 7.37%
5 Consumer Staples 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.39M 0.44%
25,167
+3,188
77
$1.38M 0.44%
20,835
-700
78
$1.33M 0.42%
32,540
-240
79
$1.3M 0.41%
12,180
+606
80
$1.29M 0.41%
19,395
+2,337
81
$1.28M 0.4%
24,322
-125
82
$1.27M 0.4%
14,474
-262
83
$1.22M 0.38%
12,051
-232
84
$1.2M 0.38%
30,446
+11,662
85
$1.19M 0.38%
24,940
-795
86
$1.18M 0.37%
115,056
+4,638
87
$1.18M 0.37%
11,980
-345
88
$1.16M 0.37%
9,661
-215
89
$1.15M 0.36%
16,075
-215
90
$1.14M 0.36%
24,265
+3,542
91
$1.14M 0.36%
9,041
-330
92
$1.13M 0.36%
34,209
+2,012
93
$1.11M 0.35%
11,720
+585
94
$1.1M 0.35%
11,661
+1,155
95
$1.09M 0.34%
29,097
-2,580
96
$1.08M 0.34%
9,955
-75
97
$1.07M 0.34%
15,301
-517
98
$1.04M 0.33%
6,463
+298
99
$1.03M 0.32%
25,145
-475
100
$1.01M 0.32%
35,877
+4,831
2 3
4
5 6