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
$476M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$1.68M
3
+$1.39M
4
ETN icon
Eaton
ETN
+$1M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1M

Top Sells

1
+$1.36M
2
+$1.02M
3
+$537K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$510K
5
CNI icon
Canadian National Railway
CNI
+$469K

Sector Composition

1 Technology 10.93%
2 Financials 10.03%
3 Healthcare 8.92%
4 Industrials 6.07%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.77M 0.37%
28,293
-3,564
77
$1.61M 0.34%
30,425
-7,228
78
$1.61M 0.34%
15,520
-1,604
79
$1.57M 0.33%
34,103
+62
80
$1.54M 0.32%
35,093
-631
81
$1.49M 0.31%
5,987
+804
82
$1.48M 0.31%
9,632
-1,645
83
$1.47M 0.31%
28,978
+599
84
$1.41M 0.3%
27,615
+2,965
85
$1.39M 0.29%
7,071
-149
86
$1.34M 0.28%
14,002
-145
87
$1.33M 0.28%
18,594
-585
88
$1.27M 0.27%
15,765
-2,332
89
$1.24M 0.26%
22,363
+133
90
$1.23M 0.26%
14,930
-5,686
91
$1.23M 0.26%
18,036
-541
92
$1.21M 0.25%
33,012
+894
93
$1.19M 0.25%
15,241
+2,828
94
$1.14M 0.24%
14,172
-668
95
$1.1M 0.23%
15,474
+2,045
96
$1.09M 0.23%
4,039
-66
97
$1.07M 0.22%
20,260
+1,295
98
$1.04M 0.22%
20,492
-3,140
99
$1.03M 0.22%
21,570
-8,500
100
$1M 0.21%
+12,697
2 3
4
5 6