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
$357M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.28M
3
+$2.32M
4
AAPL icon
Apple
AAPL
+$902K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$792K

Top Sells

1
+$5.91M
2
+$736K
3
+$721K
4
CB
CHUBB CORPORATION
CB
+$495K
5
BDX icon
Becton Dickinson
BDX
+$465K

Sector Composition

1 Technology 11.68%
2 Healthcare 9.05%
3 Financials 9.05%
4 Industrials 7.15%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.4%
14,831
+355
77
$1.39M 0.39%
30,584
+2,355
78
$1.37M 0.38%
124,257
+594
79
$1.29M 0.36%
21,018
+602
80
$1.29M 0.36%
22,277
+810
81
$1.29M 0.36%
6,877
+256
82
$1.27M 0.35%
33,432
+3,635
83
$1.25M 0.35%
10,710
-1,189
84
$1.25M 0.35%
30,814
+2,978
85
$1.22M 0.34%
13,822
+739
86
$1.18M 0.33%
60,366
+1,656
87
$1.18M 0.33%
17,088
+2,773
88
$1.18M 0.33%
9,378
+781
89
$1.14M 0.32%
14,538
+804
90
$1.12M 0.31%
77,348
+18,988
91
$1.11M 0.31%
21,560
-570
92
$1.11M 0.31%
19,583
-395
93
$1.08M 0.3%
10,389
-582
94
$1.07M 0.3%
6,853
-4,605
95
$1.05M 0.29%
17,148
-1,771
96
$1.04M 0.29%
11,950
+3,604
97
$1.03M 0.29%
8,816
+240
98
$1.01M 0.28%
44,173
+11,133
99
$996K 0.28%
17,875
-390
100
$974K 0.27%
19,776
-955
2 3
4
5 6