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
$574M
AUM Growth
+$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$4.04M
3
+$3.37M
4
DHR icon
Danaher
DHR
+$1.99M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.77M

Top Sells

1
+$6.02M
2
+$5.31M
3
+$4.98M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.43M
5
LHX icon
L3Harris
LHX
+$1.98M

Sector Composition

1 Technology 16.83%
2 Healthcare 10.87%
3 Financials 8.04%
4 Consumer Discretionary 7.01%
5 Consumer Staples 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$816K 0.14%
10,497
-23
77
$813K 0.14%
45,132
+2,555
78
$790K 0.14%
20,223
+2,234
79
$780K 0.14%
15,500
+2,005
80
$748K 0.13%
8,108
+1,369
81
$733K 0.13%
10,130
-1,769
82
$674K 0.12%
3,383
-400
83
$652K 0.11%
6,569
-225
84
$640K 0.11%
+2,201
85
$615K 0.11%
+15,639
86
$572K 0.1%
39,170
87
$572K 0.1%
2,700
88
$558K 0.1%
11,292
-2,389
89
$497K 0.09%
12,741
+10
90
$424K 0.07%
1,104
91
$404K 0.07%
3,118
-3,015
92
$366K 0.06%
2,382
93
$317K 0.06%
6,437
-13,130
94
$315K 0.05%
6,149
-800
95
$291K 0.05%
12,263
-165
96
$288K 0.05%
593
97
$274K 0.05%
9,693
98
$267K 0.05%
2,588
+85
99
$253K 0.04%
674
100
$250K 0.04%
950
1 2 3
4
5