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
$317M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$4.33M
3
+$1.7M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.63M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$661K

Top Sells

1
+$4.41M
2
+$4.31M
3
+$1.15M
4
BMY icon
Bristol-Myers Squibb
BMY
+$662K
5
AZN icon
AstraZeneca
AZN
+$506K

Sector Composition

1 Technology 11.9%
2 Healthcare 9.04%
3 Financials 8.52%
4 Industrials 7.37%
5 Consumer Staples 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01M 0.32%
26,086
+866
102
$998K 0.31%
12,973
-5
103
$961K 0.3%
55,741
+13,224
104
$954K 0.3%
43,452
-10,525
105
$952K 0.3%
8,045
+1,840
106
$936K 0.3%
11,541
-150
107
$915K 0.29%
10,386
+2,957
108
$897K 0.28%
11,062
+1,435
109
$839K 0.26%
16,536
+2,613
110
$803K 0.25%
13,428
-50
111
$793K 0.25%
12,762
+215
112
$791K 0.25%
10,861
+1,292
113
$778K 0.25%
10,775
+1,705
114
$777K 0.25%
19,295
-3,513
115
$773K 0.24%
7,505
-250
116
$762K 0.24%
8,601
+225
117
$761K 0.24%
11,894
-35
118
$732K 0.23%
34,220
-1,980
119
$680K 0.21%
6,382
120
$658K 0.21%
17,420
+560
121
$654K 0.21%
7,544
122
$626K 0.2%
+4,917
123
$624K 0.2%
9,342
+1,257
124
$599K 0.19%
16,740
-1,350
125
$592K 0.19%
4,981
-300
3 4
5
6 7