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
$366M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$6.03M
3
+$5.65M
4
DLR icon
Digital Realty Trust
DLR
+$1.93M
5
MSFT icon
Microsoft
MSFT
+$1.86M

Top Sells

1
+$8.07M
2
+$3.9M
3
+$3.09M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.14M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.5M

Sector Composition

1 Technology 11.71%
2 Financials 9.27%
3 Healthcare 9.16%
4 Consumer Staples 6.99%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$915K 0.25%
14,653
-129
102
$911K 0.25%
9,056
-425
103
$910K 0.25%
16,851
+145
104
$897K 0.24%
7,862
+2,985
105
$893K 0.24%
18,460
-175
106
$878K 0.24%
35,092
+138
107
$857K 0.23%
4,343
-659
108
$851K 0.23%
65,412
-42,824
109
$851K 0.23%
17,562
-1,723
110
$825K 0.23%
61,701
-12,537
111
$808K 0.22%
19,676
-2,680
112
$805K 0.22%
10,250
+509
113
$793K 0.22%
17,463
-1,470
114
$717K 0.2%
10,812
+706
115
$712K 0.19%
7,460
-6,948
116
$702K 0.19%
2,697
+209
117
$699K 0.19%
9,674
+3,422
118
$683K 0.19%
17,705
+3,365
119
$653K 0.18%
15,618
-2,145
120
$628K 0.17%
17,305
+2,630
121
$590K 0.16%
68,760
-20,460
122
$579K 0.16%
11,432
+190
123
$564K 0.15%
13,506
+5,543
124
$551K 0.15%
17,905
+339
125
$547K 0.15%
14,720
+20
3 4
5
6 7