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
$872M
AUM Growth
-$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$3.05M
3
+$2.71M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.48M
5
NI icon
NiSource
NI
+$1.87M

Top Sells

1
+$3.9M
2
+$2.83M
3
+$2.82M
4
AVGO icon
Broadcom
AVGO
+$1.83M
5
NKE icon
Nike
NKE
+$1.64M

Sector Composition

1 Technology 24.62%
2 Financials 7.31%
3 Healthcare 6.64%
4 Consumer Discretionary 5.83%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
101
Walmart
WMT
$807B
$409K 0.05%
4,523
+1,200
CVX icon
102
Chevron
CVX
$318B
$393K 0.05%
2,716
+2
MCK icon
103
McKesson
MCK
$101B
$384K 0.04%
674
MLM icon
104
Martin Marietta Materials
MLM
$37B
$369K 0.04%
714
+71
IRM icon
105
Iron Mountain
IRM
$30.4B
$366K 0.04%
3,483
GE icon
106
GE Aerospace
GE
$326B
$354K 0.04%
2,120
ADI icon
107
Analog Devices
ADI
$115B
$347K 0.04%
1,631
-585
BR icon
108
Broadridge
BR
$25.7B
$339K 0.04%
1,500
SUSB icon
109
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
$324K 0.04%
13,110
+110
DLR icon
110
Digital Realty Trust
DLR
$58.5B
$320K 0.04%
1,806
-146
IVV icon
111
iShares Core S&P 500 ETF
IVV
$677B
$316K 0.04%
536
-14
DUK icon
112
Duke Energy
DUK
$96.7B
$312K 0.04%
2,893
+33
LIN icon
113
Linde
LIN
$196B
$309K 0.04%
739
-56
APTV icon
114
Aptiv
APTV
$17.5B
$300K 0.03%
4,966
-1,710
ETN icon
115
Eaton
ETN
$149B
$296K 0.03%
891
LMT icon
116
Lockheed Martin
LMT
$114B
$288K 0.03%
593
MAS icon
117
Masco
MAS
$13.5B
$287K 0.03%
3,949
-1,000
ESGV icon
118
Vanguard ESG US Stock ETF
ESGV
$11.8B
$274K 0.03%
2,617
PEBO icon
119
Peoples Bancorp
PEBO
$1.02B
$268K 0.03%
8,469
-4,920
FMAO icon
120
Farmers & Merchants Bancorp
FMAO
$329M
$261K 0.03%
8,873
PGR icon
121
Progressive
PGR
$121B
$255K 0.03%
1,065
-40
ELV icon
122
Elevance Health
ELV
$70.5B
$249K 0.03%
676
-850
META icon
123
Meta Platforms (Facebook)
META
$1.63T
$240K 0.03%
410
+1
BAC icon
124
Bank of America
BAC
$392B
$235K 0.03%
5,339
+105
FDS icon
125
Factset
FDS
$9.98B
$223K 0.03%
465
-5
2 3 4
5
6