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
$645M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.65M
3
+$1.45M
4
EG icon
Everest Group
EG
+$1.39M
5
QSR icon
Restaurant Brands International
QSR
+$1.33M

Top Sells

1
+$4.31M
2
+$1.42M
3
+$909K
4
RTX icon
RTX Corp
RTX
+$884K
5
HD icon
Home Depot
HD
+$852K

Sector Composition

1 Technology 18.75%
2 Healthcare 9.81%
3 Financials 7.96%
4 Consumer Discretionary 7.87%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$826K 0.13%
16,414
-691
77
$826K 0.13%
10,741
-2,803
78
$823K 0.13%
1,986
-38
79
$791K 0.12%
5,327
+17
80
$790K 0.12%
2,700
81
$783K 0.12%
9,176
-13
82
$724K 0.11%
11,582
-329
83
$714K 0.11%
21,717
-85
84
$694K 0.11%
14,041
-177
85
$657K 0.1%
16,810
-7,235
86
$639K 0.1%
8,730
-398
87
$590K 0.09%
19,625
-1,164
88
$554K 0.09%
10,294
-339
89
$552K 0.09%
29,691
-1,931
90
$551K 0.09%
7,850
-1,125
91
$526K 0.08%
5,805
+900
92
$446K 0.07%
935
-114
93
$438K 0.07%
4,051
-407
94
$436K 0.07%
7,387
-100
95
$420K 0.07%
5,196
-211
96
$398K 0.06%
1,332
97
$380K 0.06%
2,620
+400
98
$357K 0.06%
1,774
99
$344K 0.05%
2,382
100
$308K 0.05%
9,693
1 2 3
4
5