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
$656M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$8.65M
3
+$3.98M
4
ACN icon
Accenture
ACN
+$2.11M
5
CPAY icon
Corpay
CPAY
+$1.39M

Top Sells

1
+$7.95M
2
+$6.02M
3
+$2.77M
4
AVGO icon
Broadcom
AVGO
+$1.92M
5
JPM icon
JPMorgan Chase
JPM
+$1.41M

Sector Composition

1 Technology 20.3%
2 Healthcare 9.51%
3 Financials 7.08%
4 Consumer Discretionary 6.6%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.22M 0.19%
11,600
+755
77
$1.2M 0.18%
50,706
-3,396
78
$1.16M 0.18%
18,419
+138
79
$1.14M 0.17%
14,566
+946
80
$1.13M 0.17%
27,904
+487
81
$982K 0.15%
8,355
+4,592
82
$918K 0.14%
14,004
-468
83
$882K 0.13%
5,295
-223
84
$844K 0.13%
29,435
+3,737
85
$797K 0.12%
4,550
-312
86
$734K 0.11%
21,930
-2,988
87
$705K 0.11%
12,311
-407
88
$675K 0.1%
3,246
-24
89
$588K 0.09%
7,491
-1,155
90
$489K 0.07%
1,139
+102
91
$481K 0.07%
+1,954
92
$444K 0.07%
2,700
93
$442K 0.07%
11,260
-972
94
$438K 0.07%
3,344
+40
95
$386K 0.06%
2,382
96
$333K 0.05%
+882
97
$293K 0.04%
674
98
$273K 0.04%
5,099
-115
99
$269K 0.04%
1,500
100
$255K 0.04%
950
1 2 3
4
5