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
$625M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.7M
3
+$2.05M
4
RTX icon
RTX Corp
RTX
+$1.83M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.63M

Top Sells

1
+$1.48M
2
+$1.41M
3
+$898K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$896K
5
ADBE icon
Adobe
ADBE
+$891K

Sector Composition

1 Technology 19.41%
2 Healthcare 10.03%
3 Financials 7.75%
4 Consumer Discretionary 6.65%
5 Communication Services 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$989K 0.16%
19,051
+3,551
77
$934K 0.15%
24,492
+4,269
78
$924K 0.15%
52,999
+7,867
79
$870K 0.14%
2,588
+387
80
$855K 0.14%
6,850
-1,165
81
$845K 0.14%
10,471
-200
82
$748K 0.12%
12,915
+2,785
83
$683K 0.11%
3,414
+31
84
$672K 0.11%
6,450
-119
85
$616K 0.1%
19,462
+3,823
86
$552K 0.09%
2,700
87
$542K 0.09%
1,319
+215
88
$517K 0.08%
12,806
+65
89
$467K 0.07%
3,767
-3,571
90
$439K 0.07%
6,723
-4,569
91
$407K 0.07%
2,382
92
$333K 0.05%
2,327
-791
93
$332K 0.05%
3,199
+389
94
$292K 0.05%
+2,659
95
$280K 0.04%
593
96
$259K 0.04%
5,214
+39
97
$252K 0.04%
2,614
+26
98
$251K 0.04%
6,164
+15
99
$250K 0.04%
9,693
100
$245K 0.04%
10,195
-2,068
1 2 3
4
5