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
$529M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$2.83M
3
+$2.04M
4
AZN icon
AstraZeneca
AZN
+$1.93M
5
NTAP icon
NetApp
NTAP
+$1.76M

Top Sells

1
+$4.52M
2
+$3.15M
3
+$2.59M
4
ABBV icon
AbbVie
ABBV
+$1.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.77M

Sector Composition

1 Technology 12%
2 Financials 9.02%
3 Healthcare 8.97%
4 Consumer Discretionary 5.95%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.55M 0.29%
10,660
-160
77
$1.54M 0.29%
15,285
-1,097
78
$1.48M 0.28%
8,750
+434
79
$1.47M 0.28%
17,802
+496
80
$1.45M 0.27%
19,584
+436
81
$1.41M 0.27%
35,821
+781
82
$1.39M 0.26%
13,419
-486
83
$1.33M 0.25%
42,246
-48,974
84
$1.33M 0.25%
31,178
-2,453
85
$1.26M 0.24%
40,712
-347
86
$1.26M 0.24%
12,930
+7,273
87
$1.23M 0.23%
24,782
+642
88
$1.16M 0.22%
4,221
+338
89
$1.13M 0.21%
63,725
+3,479
90
$1.11M 0.21%
13,344
+326
91
$1.06M 0.2%
14,518
-26,112
92
$1.03M 0.2%
6,917
-1,450
93
$997K 0.19%
93,220
+4,847
94
$983K 0.19%
3,140
+780
95
$977K 0.18%
19,970
96
$950K 0.18%
+13,437
97
$910K 0.17%
9,960
-215
98
$889K 0.17%
4,809
-820
99
$884K 0.17%
2,433
100
$876K 0.17%
18,829
+574
2 3
4
5 6