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
$747M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$10.7M
3
+$5.4M
4
CPAY icon
Corpay
CPAY
+$4.04M
5
AXP icon
American Express
AXP
+$1.65M

Top Sells

1
+$6.78M
2
+$4.66M
3
+$2.62M
4
GLW icon
Corning
GLW
+$1.79M
5
V icon
Visa
V
+$1.37M

Sector Composition

1 Technology 21.91%
2 Healthcare 8.67%
3 Financials 6.95%
4 Consumer Discretionary 6.41%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.17%
50,442
-264
77
$1.18M 0.16%
36,105
+6,670
78
$1.17M 0.16%
17,635
-784
79
$1.04M 0.14%
10,395
+2,040
80
$1.02M 0.14%
3,611
+1,657
81
$1.02M 0.14%
13,995
-9
82
$997K 0.13%
27,566
-338
83
$855K 0.11%
4,307
-243
84
$783K 0.1%
1,253
+844
85
$750K 0.1%
12,341
+30
86
$722K 0.1%
3,246
87
$717K 0.1%
1,472
+590
88
$712K 0.1%
5,291
-5,595
89
$594K 0.08%
2,750
+50
90
$560K 0.08%
6,546
-945
91
$548K 0.07%
10,987
-23,687
92
$479K 0.06%
1,003
-136
93
$457K 0.06%
11,120
-140
94
$438K 0.06%
3,134
-210
95
$435K 0.06%
2,432
+50
96
$410K 0.05%
+1,513
97
$395K 0.05%
+10,000
98
$392K 0.05%
+954
99
$392K 0.05%
10,856
-11,074
100
$342K 0.05%
5,099
1 2 3
4
5