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
$357M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.28M
3
+$2.32M
4
AAPL icon
Apple
AAPL
+$902K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$792K

Top Sells

1
+$5.91M
2
+$736K
3
+$721K
4
CB
CHUBB CORPORATION
CB
+$495K
5
BDX icon
Becton Dickinson
BDX
+$465K

Sector Composition

1 Technology 11.68%
2 Healthcare 9.05%
3 Financials 9.05%
4 Industrials 7.15%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$974K 0.27%
13,977
-760
102
$968K 0.27%
39,460
-5,780
103
$943K 0.26%
36,060
+9,928
104
$935K 0.26%
11,019
+555
105
$889K 0.25%
17,612
+1,337
106
$875K 0.25%
42,837
-7,801
107
$873K 0.24%
22,185
-5,645
108
$857K 0.24%
21,966
+5,856
109
$854K 0.24%
28,887
-2,556
110
$826K 0.23%
9,346
-363
111
$788K 0.22%
16,193
+242
112
$766K 0.21%
8,891
+750
113
$758K 0.21%
18,302
+3,949
114
$755K 0.21%
6,411
+238
115
$750K 0.21%
15,786
+1,557
116
$727K 0.2%
11,041
-2,679
117
$722K 0.2%
14,910
+2,130
118
$716K 0.2%
35,863
-3,809
119
$707K 0.2%
9,074
+1,128
120
$700K 0.2%
7,340
-5,192
121
$692K 0.19%
8,883
-1,197
122
$691K 0.19%
12,993
-675
123
$675K 0.19%
9,210
-823
124
$668K 0.19%
10,366
+1,250
125
$632K 0.18%
3,685
+901
3 4
5
6 7