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
$577M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$2.76M
3
+$1.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.04M
5
LLY icon
Eli Lilly
LLY
+$1.04M

Top Sells

1
+$2.91M
2
+$1.71M
3
+$1.36M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.2M
5
TRV icon
Travelers Companies
TRV
+$831K

Sector Composition

1 Technology 13.5%
2 Healthcare 8.9%
3 Financials 8.79%
4 Communication Services 5.86%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52M 0.26%
13,415
+406
77
$1.52M 0.26%
11,043
-504
78
$1.48M 0.26%
12,649
-214
79
$1.44M 0.25%
19,907
+2,902
80
$1.44M 0.25%
16,897
-27
81
$1.37M 0.24%
12,585
-184
82
$1.37M 0.24%
67,806
+1,987
83
$1.33M 0.23%
14,051
+349
84
$1.3M 0.23%
29,305
-1,358
85
$1.25M 0.22%
24,536
-216
86
$1.23M 0.21%
13,095
+473
87
$1.21M 0.21%
6,102
+1,496
88
$1.14M 0.2%
31,825
-2,973
89
$1.04M 0.18%
+16,241
90
$1.02M 0.18%
98,979
+2,824
91
$1.02M 0.18%
20,030
+235
92
$1.01M 0.17%
29,770
-275
93
$981K 0.17%
19,970
94
$980K 0.17%
8,390
-875
95
$922K 0.16%
2,368
-65
96
$909K 0.16%
3,257
-960
97
$888K 0.15%
3,023
+1,058
98
$858K 0.15%
2,285
-857
99
$782K 0.14%
8,296
-286
100
$781K 0.14%
5,162
-2,260
2 3
4
5 6