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
$568M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$2.98M
3
+$2.4M
4
TMUS icon
T-Mobile US
TMUS
+$2.37M
5
TTE icon
TotalEnergies
TTE
+$1.83M

Top Sells

1
+$24.9M
2
+$2.55M
3
+$1.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.38M
5
T icon
AT&T
T
+$1.01M

Sector Composition

1 Technology 17.22%
2 Healthcare 9.05%
3 Financials 8.37%
4 Communication Services 7.55%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$925K 0.16%
5,495
-1,127
77
$923K 0.16%
17,608
+174
78
$888K 0.16%
19,840
-3,282
79
$822K 0.14%
+11,500
80
$780K 0.14%
5,711
+531
81
$739K 0.13%
14,751
-444
82
$728K 0.13%
8,526
-655
83
$685K 0.12%
12,476
-7,975
84
$678K 0.12%
14,442
-691
85
$668K 0.12%
+18,555
86
$620K 0.11%
+9,075
87
$615K 0.11%
2,354
-137
88
$610K 0.11%
3,800
89
$606K 0.11%
2,700
90
$600K 0.11%
+9,934
91
$598K 0.11%
36,450
+1,015
92
$588K 0.1%
45,040
-800
93
$535K 0.09%
2,190
-539
94
$512K 0.09%
19,263
+1,434
95
$458K 0.08%
1,219
-124
96
$447K 0.08%
15,844
+1,130
97
$427K 0.08%
8,570
98
$355K 0.06%
4,865
-532
99
$355K 0.06%
+2,526
100
$341K 0.06%
5,023
+562
2 3
4
5 6