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
$377M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$2.15M
3
+$1.94M
4
DLR icon
Digital Realty Trust
DLR
+$1.41M
5
HSY icon
Hershey
HSY
+$693K

Top Sells

1
+$4.17M
2
+$2.06M
3
+$1.38M
4
ORCL icon
Oracle
ORCL
+$1.04M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$658K

Sector Composition

1 Technology 11.13%
2 Healthcare 9.72%
3 Financials 9.23%
4 Consumer Staples 7.18%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.38M 0.37%
17,445
+3,839
77
$1.38M 0.37%
9,410
-574
78
$1.37M 0.36%
5,838
-265
79
$1.37M 0.36%
37,547
+4,682
80
$1.35M 0.36%
15,009
-743
81
$1.34M 0.36%
20,817
-898
82
$1.34M 0.36%
33,382
+2,176
83
$1.31M 0.35%
11,484
+3,622
84
$1.26M 0.33%
38,580
+3,800
85
$1.24M 0.33%
18,739
-1,501
86
$1.23M 0.33%
6,594
-640
87
$1.22M 0.32%
19,520
-1,440
88
$1.21M 0.32%
20,640
+165
89
$1.16M 0.31%
5,531
-229
90
$1.15M 0.31%
11,665
+1,747
91
$1.13M 0.3%
32,115
-3,510
92
$1.09M 0.29%
19,670
+2,108
93
$1.08M 0.29%
18,127
+1,276
94
$1.08M 0.29%
30,309
+3,132
95
$1.06M 0.28%
34,179
+4,492
96
$1.02M 0.27%
40,122
+849
97
$1.01M 0.27%
11,449
+1,199
98
$995K 0.26%
8,893
-163
99
$969K 0.26%
11,614
-151
100
$967K 0.26%
17,331
-1,899
2 3
4
5 6