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
$594M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$2.44M
3
+$2.14M
4
TJX icon
TJX Companies
TJX
+$1.13M
5
AMZN icon
Amazon
AMZN
+$1.1M

Top Sells

1
+$2.15M
2
+$1.58M
3
+$1.28M
4
EL icon
Estee Lauder
EL
+$1.08M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$818K

Sector Composition

1 Technology 16.69%
2 Healthcare 8.91%
3 Financials 8.54%
4 Communication Services 7.62%
5 Consumer Discretionary 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$970K 0.16%
51,821
-6,147
77
$958K 0.16%
5,700
-11
78
$955K 0.16%
1,764
-235
79
$906K 0.15%
11,723
+223
80
$893K 0.15%
3,496
-503
81
$799K 0.13%
39,971
+3,521
82
$793K 0.13%
13,049
-1,393
83
$777K 0.13%
10,324
+1,249
84
$754K 0.13%
14,478
-273
85
$733K 0.12%
9,167
+641
86
$723K 0.12%
3,800
87
$673K 0.11%
21,611
+2,348
88
$645K 0.11%
2,700
89
$639K 0.11%
54,456
-13,551
90
$612K 0.1%
2,214
-140
91
$605K 0.1%
10,842
+908
92
$600K 0.1%
10,011
-2,465
93
$568K 0.1%
42,600
-2,440
94
$529K 0.09%
18,358
+2,514
95
$475K 0.08%
1,193
-26
96
$446K 0.08%
1,881
-309
97
$375K 0.06%
5,423
+400
98
$369K 0.06%
4,865
99
$352K 0.06%
2,341
-185
100
$322K 0.05%
9,693
+1,000
2 3
4
5 6