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
$358M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.71M
3
+$1.86M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$908K
5
BA icon
Boeing
BA
+$667K

Top Sells

1
+$6.97M
2
+$3.92M
3
+$2.66M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.2M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.46M

Sector Composition

1 Technology 11.44%
2 Financials 9.58%
3 Healthcare 9.29%
4 Industrials 6.84%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$892K 0.25%
8,813
+1,110
102
$884K 0.25%
16,706
+8
103
$883K 0.25%
19,285
-2,974
104
$874K 0.24%
9,016
-245
105
$853K 0.24%
22,356
-1,142
106
$853K 0.24%
17,059
-4,705
107
$851K 0.24%
18,933
+174
108
$826K 0.23%
14,782
+2,039
109
$821K 0.23%
12,329
-1,923
110
$798K 0.22%
17,763
-700
111
$772K 0.22%
89,220
-12,120
112
$762K 0.21%
2,488
+196
113
$762K 0.21%
14,700
+3,490
114
$733K 0.21%
9,012
+6,185
115
$730K 0.2%
25,806
+1,750
116
$709K 0.2%
9,741
+194
117
$690K 0.19%
9,122
-2,770
118
$659K 0.18%
33,258
+1,020
119
$643K 0.18%
10,106
-998
120
$615K 0.17%
12,625
+1,650
121
$613K 0.17%
33,561
-1,375
122
$608K 0.17%
13,994
-1,716
123
$590K 0.17%
7,650
-1,194
124
$571K 0.16%
3,645
+515
125
$569K 0.16%
10,004
-1,953
3 4
5
6 7