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
$534M
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.79M
3
+$1.78M
4
EG icon
Everest Group
EG
+$1.4M
5
PLD icon
Prologis
PLD
+$1.34M

Top Sells

1
+$1.69M
2
+$1.37M
3
+$1.3M
4
ADI icon
Analog Devices
ADI
+$1.15M
5
DLR icon
Digital Realty Trust
DLR
+$1.13M

Sector Composition

1 Technology 17.39%
2 Healthcare 10.46%
3 Financials 7.45%
4 Consumer Discretionary 7.01%
5 Communication Services 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$717K 0.13%
11,423
+432
77
$690K 0.13%
2,700
-3
78
$665K 0.12%
23,580
+1,074
79
$661K 0.12%
3,783
-3
80
$649K 0.12%
16,548
+127
81
$642K 0.12%
5,933
+174
82
$613K 0.11%
40,430
-3,650
83
$604K 0.11%
6,143
+287
84
$591K 0.11%
7,734
+6
85
$569K 0.11%
13,651
-240
86
$550K 0.1%
11,995
+644
87
$506K 0.09%
1,824
-50
88
$457K 0.09%
10,344
+307
89
$450K 0.08%
12,903
+1,052
90
$420K 0.08%
2,664
-1,265
91
$419K 0.08%
1,104
+319
92
$407K 0.08%
8,035
-19,380
93
$364K 0.07%
6,949
-350
94
$362K 0.07%
5,162
+228
95
$316K 0.06%
7,480
+519
96
$312K 0.06%
2,382
97
$309K 0.06%
2,840
-20
98
$294K 0.06%
3,506
+1,020
99
$280K 0.05%
5,525
-1,300
100
$275K 0.05%
2,871
-400
1 2 3
4
5