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
$509M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.2M
3
+$2.09M
4
TSM icon
TSMC
TSM
+$1.82M
5
AZN icon
AstraZeneca
AZN
+$1.25M

Top Sells

1
+$2.39M
2
+$2.35M
3
+$1.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.25M
5
BIIB icon
Biogen
BIIB
+$1.17M

Sector Composition

1 Technology 12.19%
2 Healthcare 9.41%
3 Financials 8.53%
4 Consumer Discretionary 5.92%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.5M 0.3%
16,382
+850
77
$1.5M 0.3%
12,366
-740
78
$1.43M 0.28%
33,631
+4,816
79
$1.42M 0.28%
39,030
-4,270
80
$1.39M 0.27%
17,306
-819
81
$1.39M 0.27%
10,820
+375
82
$1.38M 0.27%
35,040
-240
83
$1.35M 0.27%
21,785
-417
84
$1.32M 0.26%
19,148
+3,147
85
$1.3M 0.26%
41,059
-557
86
$1.15M 0.23%
8,367
-490
87
$1.1M 0.22%
3,883
+323
88
$1.05M 0.21%
13,018
+315
89
$1.03M 0.2%
10,175
+690
90
$1.03M 0.2%
24,140
-1,077
91
$992K 0.19%
22,761
-6,316
92
$991K 0.19%
5,629
-378
93
$969K 0.19%
+2,360
94
$968K 0.19%
19,970
-1,100
95
$966K 0.19%
+88,373
96
$949K 0.19%
+60,246
97
$926K 0.18%
18,255
+1,080
98
$914K 0.18%
36,430
-17,640
99
$867K 0.17%
7,551
-698
100
$865K 0.17%
4,977
-861
2 3
4
5 6