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
$339M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.36M
3
+$1.43M
4
CTSH icon
Cognizant
CTSH
+$1.13M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.1M

Top Sells

1
+$4.41M
2
+$3.37M
3
+$3.09M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.64M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.09M

Sector Composition

1 Technology 11.35%
2 Financials 9.09%
3 Healthcare 8.77%
4 Industrials 6.93%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$901K 0.27%
9,261
+445
102
$885K 0.26%
11,957
-1,865
103
$839K 0.25%
18,759
+1,147
104
$838K 0.25%
9,408
+2,713
105
$830K 0.24%
4,788
+2,225
106
$795K 0.23%
16,698
+912
107
$787K 0.23%
18,670
-3,515
108
$784K 0.23%
11,892
-2,085
109
$772K 0.23%
23,498
-15,137
110
$756K 0.22%
7,703
+1,292
111
$743K 0.22%
18,463
-1,313
112
$728K 0.21%
8,844
-502
113
$723K 0.21%
12,743
+2,283
114
$705K 0.21%
5,086
-1,767
115
$689K 0.2%
+5,634
116
$687K 0.2%
14,252
-2,896
117
$680K 0.2%
11,104
+738
118
$675K 0.2%
15,287
-2,588
119
$674K 0.2%
+9,547
120
$669K 0.2%
2,292
+1,077
121
$627K 0.18%
15,710
-483
122
$610K 0.18%
14,705
-205
123
$610K 0.18%
8,856
+3,881
124
$606K 0.18%
24,056
+10,273
125
$599K 0.18%
+32,238
3 4
5
6 7