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
$609M
AUM Growth
-$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.11M
3
+$1.11M
4
AES icon
AES
AES
+$1.1M
5
QSR icon
Restaurant Brands International
QSR
+$1.05M

Top Sells

1
+$1.39M
2
+$1.27M
3
+$1.1M
4
AVGO icon
Broadcom
AVGO
+$1.02M
5
UNH icon
UnitedHealth
UNH
+$865K

Sector Composition

1 Technology 18.61%
2 Healthcare 9.99%
3 Financials 7.66%
4 Consumer Discretionary 7.45%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$765K 0.13%
3,786
-14
77
$728K 0.12%
9,595
+419
78
$717K 0.12%
22,506
+789
79
$717K 0.12%
5,759
+432
80
$703K 0.12%
7,728
-126
81
$695K 0.11%
+5,856
82
$679K 0.11%
2,703
+3
83
$647K 0.11%
+9,403
84
$643K 0.11%
7,295
+1,490
85
$641K 0.11%
13,891
-150
86
$632K 0.1%
1,874
-112
87
$571K 0.09%
10,037
+1,307
88
$517K 0.08%
11,351
+1,057
89
$491K 0.08%
+4,492
90
$469K 0.08%
1,076
-190
91
$398K 0.07%
2,860
+240
92
$387K 0.06%
3,271
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93
$383K 0.06%
4,934
-262
94
$378K 0.06%
7,299
-88
95
$366K 0.06%
2,382
96
$360K 0.06%
+2,232
97
$356K 0.06%
785
-150
98
$348K 0.06%
6,825
-1,025
99
$321K 0.05%
6,961
+262
100
$309K 0.05%
1,774
2 3
4
5 6