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
$366M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$6.03M
3
+$5.65M
4
DLR icon
Digital Realty Trust
DLR
+$1.93M
5
MSFT icon
Microsoft
MSFT
+$1.86M

Top Sells

1
+$8.07M
2
+$3.9M
3
+$3.09M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.14M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.5M

Sector Composition

1 Technology 11.71%
2 Financials 9.27%
3 Healthcare 9.16%
4 Consumer Staples 6.99%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.51M 0.41%
38,336
+21,284
77
$1.48M 0.4%
15,752
+503
78
$1.47M 0.4%
50,845
-5,900
79
$1.39M 0.38%
9,984
-329
80
$1.39M 0.38%
12,880
-369
81
$1.37M 0.37%
21,715
-1,105
82
$1.24M 0.34%
6,103
-13
83
$1.23M 0.34%
35,625
-9,205
84
$1.21M 0.33%
31,206
-1,115
85
$1.21M 0.33%
39,273
-1,598
86
$1.2M 0.33%
20,960
-350
87
$1.19M 0.33%
20,240
-11,740
88
$1.19M 0.32%
5,760
-75
89
$1.17M 0.32%
14,231
+3,076
90
$1.14M 0.31%
7,234
-50
91
$1.1M 0.3%
19,230
-15,914
92
$1.08M 0.3%
20,475
+1,275
93
$1.08M 0.3%
11,765
+2,952
94
$1.06M 0.29%
27,177
+266
95
$1.04M 0.28%
76,704
-56,414
96
$1.03M 0.28%
13,606
+1,439
97
$1.03M 0.28%
34,780
+220
98
$993K 0.27%
9,918
+5,388
99
$934K 0.26%
29,687
+3,881
100
$927K 0.25%
8,341
-675
2 3
4
5 6