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
$539M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$1.84M
3
+$1.8M
4
AZN icon
AstraZeneca
AZN
+$1.73M
5
TSM icon
TSMC
TSM
+$1.2M

Top Sells

1
+$2.51M
2
+$1.84M
3
+$1.83M
4
AMGN icon
Amgen
AMGN
+$1.72M
5
ABBV icon
AbbVie
ABBV
+$1.06M

Sector Composition

1 Technology 12.31%
2 Financials 8.62%
3 Healthcare 8.49%
4 Industrials 5.94%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.49M 0.28%
10,130
-530
77
$1.48M 0.28%
8,860
+110
78
$1.44M 0.27%
34,491
-1,330
79
$1.41M 0.26%
13,009
+79
80
$1.4M 0.26%
16,924
-878
81
$1.31M 0.24%
17,005
+9,423
82
$1.23M 0.23%
30,663
-515
83
$1.19M 0.22%
10,613
+6,900
84
$1.17M 0.22%
65,819
+2,094
85
$1.17M 0.22%
24,752
-30
86
$1.14M 0.21%
13,702
+358
87
$1.14M 0.21%
12,622
-2,663
88
$1.1M 0.2%
34,798
-5,914
89
$1.09M 0.2%
96,155
+2,935
90
$1.08M 0.2%
7,422
-2,247
91
$1.02M 0.19%
9,265
-695
92
$978K 0.18%
19,970
93
$972K 0.18%
30,045
-12,201
94
$961K 0.18%
+4,606
95
$949K 0.18%
2,433
96
$872K 0.16%
3,142
+2
97
$865K 0.16%
19,795
+966
98
$831K 0.15%
5,587
-1,330
99
$815K 0.15%
4,236
-573
100
$769K 0.14%
30,420
-2,980
2 3
4
5 6