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
$493M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$15.6M
3
+$3.66M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.81M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.66M

Top Sells

1
+$22.4M
2
+$12.2M
3
+$3.81M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.3M
5
GE icon
GE Aerospace
GE
+$1.25M

Sector Composition

1 Technology 11.13%
2 Healthcare 8.92%
3 Financials 8.91%
4 Consumer Discretionary 5.88%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.5M 0.31%
24,817
+2,305
77
$1.49M 0.3%
22,256
-4,172
78
$1.46M 0.3%
23,179
+2,199
79
$1.45M 0.29%
38,765
+2,053
80
$1.4M 0.28%
57,750
+12,030
81
$1.38M 0.28%
17,521
+1,106
82
$1.38M 0.28%
48,201
-11,526
83
$1.35M 0.27%
16,606
+4,445
84
$1.32M 0.27%
31,203
-2,658
85
$1.28M 0.26%
31,325
+2,320
86
$1.23M 0.25%
17,992
+387
87
$1.19M 0.24%
7,267
-660
88
$1.17M 0.24%
26,924
-1,169
89
$1.13M 0.23%
3,896
-30
90
$1.07M 0.22%
8,845
+1,975
91
$1.06M 0.21%
6,424
-366
92
$1.05M 0.21%
29,424
+1,272
93
$1.03M 0.21%
21,570
94
$1.03M 0.21%
13,055
-720
95
$1M 0.2%
13,439
+177
96
$992K 0.2%
17,090
-1,150
97
$990K 0.2%
11,563
-2,104
98
$947K 0.19%
26,962
+1,144
99
$911K 0.18%
34,285
+2,143
100
$874K 0.18%
2,555
+1,311
2 3
4
5 6