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
$391M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$962K
3
+$904K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$591K
5
LOW icon
Lowe's Companies
LOW
+$542K

Top Sells

1
+$6.41M
2
+$2.01M
3
+$1.76M
4
LMT icon
Lockheed Martin
LMT
+$1.07M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$714K

Sector Composition

1 Technology 11.61%
2 Healthcare 9.53%
3 Financials 9.34%
4 Consumer Staples 6.66%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.51M 0.39%
12,990
-502
77
$1.5M 0.38%
24,240
+3,600
78
$1.45M 0.37%
46,760
-1,300
79
$1.45M 0.37%
6,438
+600
80
$1.43M 0.36%
14,305
-704
81
$1.42M 0.36%
46,520
+7,940
82
$1.4M 0.36%
18,640
+4,860
83
$1.35M 0.34%
9,153
-257
84
$1.35M 0.34%
39,241
+5,062
85
$1.31M 0.34%
20,563
-254
86
$1.3M 0.33%
18,470
-1,050
87
$1.28M 0.33%
12,246
+581
88
$1.2M 0.31%
30,387
+78
89
$1.2M 0.31%
5,491
-40
90
$1.19M 0.3%
18,241
+3,013
91
$1.16M 0.3%
37,057
-3,065
92
$1.14M 0.29%
17,947
-792
93
$1.14M 0.29%
30,327
-1,788
94
$1.11M 0.28%
19,114
+987
95
$1.09M 0.28%
18,388
+1,057
96
$1.04M 0.27%
8,806
-87
97
$1.01M 0.26%
11,322
-127
98
$1.01M 0.26%
6,034
-560
99
$990K 0.25%
12,513
+899
100
$978K 0.25%
7,796
-125
2 3
4
5 6