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
$358M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.71M
3
+$1.86M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$908K
5
BA icon
Boeing
BA
+$667K

Top Sells

1
+$6.97M
2
+$3.92M
3
+$2.66M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.2M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.46M

Sector Composition

1 Technology 11.44%
2 Financials 9.58%
3 Healthcare 9.29%
4 Industrials 6.84%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.36M 0.38%
14,682
-1,320
77
$1.36M 0.38%
59,589
+9,536
78
$1.34M 0.37%
20,067
-2,085
79
$1.3M 0.36%
33,303
+1,363
80
$1.3M 0.36%
10,313
-622
81
$1.3M 0.36%
14,408
-9,576
82
$1.29M 0.36%
25,538
+4,935
83
$1.22M 0.34%
16,928
+4,395
84
$1.2M 0.33%
5,835
-682
85
$1.17M 0.33%
34,313
+3,495
86
$1.17M 0.33%
21,310
87
$1.16M 0.32%
6,116
+866
88
$1.16M 0.32%
26,911
-582
89
$1.16M 0.32%
19,200
+1,460
90
$1.15M 0.32%
32,321
-195
91
$1.13M 0.32%
11,155
+1,747
92
$1.11M 0.31%
34,954
+4,612
93
$1.03M 0.29%
7,261
+1,627
94
$1.01M 0.28%
18,635
-150
95
$1.01M 0.28%
9,481
-291
96
$954K 0.27%
74,238
-5,529
97
$927K 0.26%
15,389
-451
98
$925K 0.26%
12,167
+3,311
99
$916K 0.26%
5,002
+214
100
$898K 0.25%
34,560
-2,760
2 3
4
5 6