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
$347M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$4.13M
3
+$2.91M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.11M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2M

Top Sells

1
+$6.86M
2
+$1.44M
3
+$1.19M
4
IBM icon
IBM
IBM
+$1.07M
5
CAT icon
Caterpillar
CAT
+$877K

Sector Composition

1 Technology 11.97%
2 Healthcare 9.05%
3 Financials 8.99%
4 Industrials 7.34%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.36M 0.39%
123,663
-2,253
77
$1.36M 0.39%
36,485
+814
78
$1.34M 0.39%
6,621
+57
79
$1.32M 0.38%
11,899
-2,080
80
$1.28M 0.37%
18,919
-6,700
81
$1.28M 0.37%
21,467
+337
82
$1.27M 0.37%
20,416
+395
83
$1.27M 0.36%
12,532
-2,615
84
$1.27M 0.36%
22,130
-970
85
$1.24M 0.36%
13,083
-25
86
$1.19M 0.34%
10,971
-1,455
87
$1.18M 0.34%
29,797
+10,192
88
$1.18M 0.34%
17,251
-3,194
89
$1.18M 0.34%
45,240
-13,200
90
$1.17M 0.34%
27,830
-3,672
91
$1.15M 0.33%
58,710
-4,518
92
$1.15M 0.33%
14,737
-555
93
$1.14M 0.33%
13,734
+485
94
$1.13M 0.32%
8,597
+661
95
$1.09M 0.31%
19,978
-650
96
$1.08M 0.31%
23,904
+10,710
97
$1.07M 0.31%
27,836
+6,986
98
$1.06M 0.31%
13,720
-9,026
99
$1.05M 0.3%
50,638
-8,695
100
$1.05M 0.3%
14,315
+5,570
2 3
4
5 6