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
$347M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$4.13M
3
+$2.91M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.11M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2M

Top Sells

1
+$6.86M
2
+$1.44M
3
+$1.19M
4
IBM icon
IBM
IBM
+$1.07M
5
CAT icon
Caterpillar
CAT
+$877K

Sector Composition

1 Technology 11.97%
2 Healthcare 9.05%
3 Financials 8.99%
4 Industrials 7.34%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.03M 0.3%
18,265
-1,627
102
$1.02M 0.29%
8,576
-265
103
$986K 0.28%
31,443
-2,714
104
$960K 0.28%
20,731
-4,314
105
$900K 0.26%
39,672
-1,413
106
$858K 0.25%
9,709
-335
107
$840K 0.24%
58,360
+41,020
108
$831K 0.24%
7,287
-2,838
109
$808K 0.23%
16,275
+1,746
110
$781K 0.22%
13,668
+655
111
$778K 0.22%
15,951
+628
112
$776K 0.22%
33,040
-255
113
$760K 0.22%
10,464
-949
114
$735K 0.21%
10,080
-401
115
$714K 0.21%
+26,132
116
$709K 0.2%
8,141
+447
117
$706K 0.2%
14,229
+254
118
$695K 0.2%
6,750
-585
119
$695K 0.2%
10,033
+8
120
$694K 0.2%
8,346
+2,568
121
$668K 0.19%
5,773
-100
122
$645K 0.19%
14,353
+5,338
123
$644K 0.19%
5,894
-3,089
124
$606K 0.17%
12,780
+1,875
125
$606K 0.17%
6,173
-100
3 4
5
6 7