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
$398M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$2.13M
3
+$994K
4
PSX icon
Phillips 66
PSX
+$892K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$805K

Top Sells

1
+$11.5M
2
+$7.52M
3
+$7.06M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.66M
5
AAPL icon
Apple
AAPL
+$3.56M

Sector Composition

1 Technology 13.68%
2 Healthcare 9.39%
3 Financials 8.12%
4 Communication Services 6.18%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$803K 0.2%
19,065
-8,991
77
$788K 0.2%
14,141
-2,100
78
$779K 0.2%
1,596
-689
79
$769K 0.19%
16,857
-7,028
80
$701K 0.18%
2,068
-300
81
$699K 0.18%
5,467
-5,576
82
$679K 0.17%
7,526
-5,889
83
$675K 0.17%
23,221
-17,720
84
$648K 0.16%
25,040
-1,280
85
$629K 0.16%
6,738
-5,911
86
$621K 0.16%
18,032
-16,270
87
$588K 0.15%
2,700
88
$556K 0.14%
6,030
-2,360
89
$555K 0.14%
13,100
-14,205
90
$551K 0.14%
10,570
-2,525
91
$539K 0.14%
16,058
-13,247
92
$527K 0.13%
8,368
-8,529
93
$517K 0.13%
10,570
-9,400
94
$516K 0.13%
6,647
-7,404
95
$494K 0.12%
2,840
-417
96
$486K 0.12%
73,800
-5,000
97
$470K 0.12%
2,876
-805
98
$456K 0.11%
+13,255
99
$446K 0.11%
32,780
+2,385
100
$446K 0.11%
7,513
-783
2 3
4
5 6