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
$516M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$2.02M
3
+$1.74M
4
AMD icon
Advanced Micro Devices
AMD
+$1.67M
5
DHR icon
Danaher
DHR
+$1.36M

Top Sells

1
+$6.09M
2
+$3.4M
3
+$1.67M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.37M
5
UNH icon
UnitedHealth
UNH
+$1.28M

Sector Composition

1 Technology 16.99%
2 Healthcare 10.19%
3 Financials 7.5%
4 Consumer Discretionary 7.34%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$710K 0.14%
3,783
77
$671K 0.13%
9,870
-85
78
$669K 0.13%
17,989
+10,509
79
$654K 0.13%
25,398
+1,818
80
$628K 0.12%
6,798
+865
81
$592K 0.11%
13,495
+1,500
82
$580K 0.11%
2,700
83
$572K 0.11%
6,794
-940
84
$541K 0.1%
6,739
+596
85
$532K 0.1%
18,139
+1,591
86
$519K 0.1%
13,681
+778
87
$475K 0.09%
39,170
-1,260
88
$469K 0.09%
1,824
89
$465K 0.09%
12,731
-920
90
$396K 0.08%
1,104
91
$353K 0.07%
11,816
+1,472
92
$343K 0.07%
2,382
93
$321K 0.06%
4,046
+540
94
$309K 0.06%
4,673
-489
95
$304K 0.06%
6,949
96
$292K 0.06%
+12,428
97
$280K 0.05%
9,693
98
$269K 0.05%
2,810
-30
99
$258K 0.05%
5,525
100
$244K 0.05%
2,559
-168
1 2 3
4
5