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
$611M
AUM Growth
-$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.76M
3
+$1.31M
4
EG icon
Everest Group
EG
+$1.2M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1M

Top Sells

1
+$2.45M
2
+$1.64M
3
+$863K
4
NKE icon
Nike
NKE
+$790K
5
ADI icon
Analog Devices
ADI
+$728K

Sector Composition

1 Technology 17.48%
2 Healthcare 9.28%
3 Financials 8.45%
4 Communication Services 7.95%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$894K 0.15%
8,104
-1,425
77
$884K 0.14%
10,287
-145
78
$779K 0.13%
5,310
+162
79
$771K 0.13%
3,800
80
$735K 0.12%
11,911
+49
81
$717K 0.12%
2,700
82
$711K 0.12%
14,218
-150
83
$694K 0.11%
9,189
-334
84
$672K 0.11%
21,802
-656
85
$648K 0.11%
2,024
-75
86
$645K 0.11%
31,622
-10,546
87
$611K 0.1%
9,128
+3
88
$580K 0.09%
20,789
+299
89
$577K 0.09%
10,633
-675
90
$499K 0.08%
8,975
-751
91
$469K 0.08%
4,458
-3,574
92
$452K 0.07%
1,049
-74
93
$397K 0.07%
5,407
-94
94
$388K 0.06%
4,905
+830
95
$364K 0.06%
1,332
-1,319
96
$322K 0.05%
7,487
-300
97
$314K 0.05%
2,382
98
$313K 0.05%
1,307
-72
99
$307K 0.05%
1,774
100
$306K 0.05%
9,693
2 3
4
5 6