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
$512M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$4.02M
3
+$2.42M
4
AVGO icon
Broadcom
AVGO
+$1.59M
5
CCL icon
Carnival Corp
CCL
+$1.09M

Top Sells

1
+$15.3M
2
+$7.45M
3
+$2.6M
4
CA
CA, Inc.
CA
+$1.05M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.01M

Sector Composition

1 Technology 11.56%
2 Healthcare 9.33%
3 Financials 8.85%
4 Consumer Discretionary 6.07%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.58M 0.31%
12,193
-2,919
77
$1.54M 0.3%
47,682
-211
78
$1.52M 0.3%
19,664
+2,143
79
$1.5M 0.29%
32,253
-1,285
80
$1.49M 0.29%
13,356
-1,085
81
$1.39M 0.27%
3,923
+27
82
$1.38M 0.27%
37,765
-1,000
83
$1.37M 0.27%
24,871
+1,692
84
$1.34M 0.26%
18,175
+183
85
$1.28M 0.25%
31,164
-39
86
$1.27M 0.25%
43,435
-4,766
87
$1.2M 0.23%
13,840
+401
88
$1.19M 0.23%
25,400
-1,524
89
$1.19M 0.23%
28,090
-3,235
90
$1.14M 0.22%
9,580
+735
91
$1.11M 0.22%
6,542
-725
92
$1.1M 0.21%
2,808
+253
93
$1.09M 0.21%
+17,073
94
$1.08M 0.21%
27,277
+315
95
$1.06M 0.21%
6,009
-415
96
$1.04M 0.2%
11,819
-1,236
97
$1M 0.2%
21,070
-500
98
$987K 0.19%
16,086
+8,187
99
$962K 0.19%
13,706
+1,194
100
$920K 0.18%
11,506
-820
2 3
4
5 6