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
$433M
AUM Growth
+$6.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$2.08M
3
+$1.75M
4
NWL icon
Newell Brands
NWL
+$1.5M
5
UNH icon
UnitedHealth
UNH
+$1.46M

Top Sells

1
+$2.93M
2
+$2.36M
3
+$1.39M
4
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$1.34M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.29M

Sector Composition

1 Technology 10.45%
2 Financials 9.84%
3 Healthcare 9.4%
4 Industrials 6.41%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.54M 0.36%
44,385
-1,430
77
$1.5M 0.35%
11,770
-110
78
$1.5M 0.35%
+27,930
79
$1.48M 0.34%
11,997
-1,590
80
$1.46M 0.34%
30,070
-20,185
81
$1.41M 0.32%
36,771
-450
82
$1.41M 0.32%
34,402
+8,425
83
$1.4M 0.32%
25,970
-7,204
84
$1.38M 0.32%
7,914
-430
85
$1.36M 0.31%
19,284
-255
86
$1.33M 0.31%
9,616
-744
87
$1.3M 0.3%
26,592
-1,670
88
$1.29M 0.3%
26,154
-6,486
89
$1.28M 0.29%
14,123
+148
90
$1.21M 0.28%
21,292
+474
91
$1.19M 0.27%
17,751
+309
92
$1.18M 0.27%
15,404
-2,653
93
$1.18M 0.27%
33,554
-45
94
$1.16M 0.27%
23,880
+4,940
95
$1.12M 0.26%
22,566
+392
96
$1.05M 0.24%
4,330
-725
97
$1.05M 0.24%
12,219
-36
98
$1.03M 0.24%
4,750
-690
99
$1.01M 0.23%
13,785
-1,520
100
$1M 0.23%
7,572
-204
2 3
4
5 6