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
$339M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.36M
3
+$1.43M
4
CTSH icon
Cognizant
CTSH
+$1.13M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.1M

Top Sells

1
+$4.41M
2
+$3.37M
3
+$3.09M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.64M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.09M

Sector Composition

1 Technology 11.35%
2 Financials 9.09%
3 Healthcare 8.77%
4 Industrials 6.93%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.27M 0.38%
9,843
-581
77
$1.27M 0.37%
15,727
+3,777
78
$1.26M 0.37%
6,814
+365
79
$1.26M 0.37%
31,940
-1,830
80
$1.26M 0.37%
6,517
-870
81
$1.25M 0.37%
40,026
+6,594
82
$1.17M 0.34%
21,764
-9,069
83
$1.16M 0.34%
32,516
+1,932
84
$1.16M 0.34%
91,640
+14,292
85
$1.16M 0.34%
27,493
-1,570
86
$1.06M 0.31%
17,740
+652
87
$1.05M 0.31%
21,310
-250
88
$1.05M 0.31%
22,259
-18
89
$1.04M 0.31%
50,053
+5,880
90
$1.01M 0.3%
30,818
+1,931
91
$988K 0.29%
15,840
+1,302
92
$978K 0.29%
5,250
+1,565
93
$965K 0.28%
18,785
-798
94
$956K 0.28%
30,342
+8,376
95
$956K 0.28%
79,767
-91,284
96
$924K 0.27%
20,603
+2,301
97
$911K 0.27%
9,772
-617
98
$910K 0.27%
37,320
-2,140
99
$909K 0.27%
101,340
-22,917
100
$908K 0.27%
12,533
+3,459
2 3
4
5 6