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
$671M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$3.69M
3
+$2.19M
4
RTX icon
RTX Corp
RTX
+$1.47M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.03M

Top Sells

1
+$1.65M
2
+$1.56M
3
+$1.26M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$985K
5
LLY icon
Eli Lilly
LLY
+$771K

Sector Composition

1 Technology 21.24%
2 Healthcare 9.81%
3 Financials 7.34%
4 Consumer Discretionary 6.68%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.16%
2,807
+219
77
$1.03M 0.15%
18,281
+5,366
78
$991K 0.15%
+25,698
79
$947K 0.14%
4,862
-939
80
$944K 0.14%
12,718
-890
81
$942K 0.14%
14,472
-15,131
82
$926K 0.14%
24,918
+426
83
$904K 0.13%
27,417
+7,955
84
$793K 0.12%
5,518
-1,332
85
$738K 0.11%
3,270
-144
86
$716K 0.11%
8,646
-1,825
87
$672K 0.1%
6,785
+335
88
$524K 0.08%
2,700
89
$498K 0.07%
12,232
-574
90
$462K 0.07%
1,037
-282
91
$421K 0.06%
2,382
92
$404K 0.06%
3,763
+1,104
93
$395K 0.06%
3,304
+105
94
$352K 0.05%
2,611
-1,156
95
$299K 0.04%
5,214
96
$288K 0.04%
674
-3
97
$273K 0.04%
593
98
$265K 0.04%
5,081
-13,970
99
$260K 0.04%
9,793
+100
100
$248K 0.04%
1,500
1 2 3
4
5