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
$403M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$1.07M
3
+$981K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$639K
5
MCD icon
McDonald's
MCD
+$595K

Top Sells

1
+$4.83M
2
+$1.9M
3
+$1.01M
4
CTSH icon
Cognizant
CTSH
+$612K
5
AFL icon
Aflac
AFL
+$591K

Sector Composition

1 Technology 11.15%
2 Financials 10%
3 Healthcare 8.49%
4 Industrials 6.92%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.5M 0.37%
31,178
+791
77
$1.44M 0.36%
30,852
-1,610
78
$1.43M 0.36%
12,920
-1,385
79
$1.43M 0.35%
13,756
+121
80
$1.41M 0.35%
11,735
-1,255
81
$1.4M 0.35%
24,891
-10,922
82
$1.35M 0.33%
38,748
-16,978
83
$1.34M 0.33%
9,002
-151
84
$1.33M 0.33%
19,313
-1,250
85
$1.31M 0.32%
18,259
+5,746
86
$1.29M 0.32%
19,176
+935
87
$1.26M 0.31%
12,117
+778
88
$1.21M 0.3%
38,226
-1,015
89
$1.2M 0.3%
16,872
-1,075
90
$1.18M 0.29%
19,420
+306
91
$1.16M 0.29%
5,155
-336
92
$1.15M 0.28%
15,729
-2,741
93
$1.14M 0.28%
24,050
-190
94
$1.1M 0.27%
6,533
+1,296
95
$1.08M 0.27%
27,462
+4,535
96
$1.06M 0.26%
34,880
-2,177
97
$1.04M 0.26%
5,606
+1,057
98
$1.04M 0.26%
11,874
+552
99
$1.03M 0.25%
7,326
-470
100
$1.01M 0.25%
19,837
+391
2 3
4
5 6