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
$377M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$2.15M
3
+$1.94M
4
DLR icon
Digital Realty Trust
DLR
+$1.41M
5
HSY icon
Hershey
HSY
+$693K

Top Sells

1
+$4.17M
2
+$2.06M
3
+$1.38M
4
ORCL icon
Oracle
ORCL
+$1.04M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$658K

Sector Composition

1 Technology 11.13%
2 Healthcare 9.72%
3 Financials 9.23%
4 Consumer Staples 7.18%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$945K 0.25%
23,076
-25,380
102
$928K 0.25%
18,325
-27,215
103
$925K 0.25%
13,780
-451
104
$911K 0.24%
18,943
+1,480
105
$899K 0.24%
15,228
+575
106
$856K 0.23%
7,921
-420
107
$854K 0.23%
63,216
-2,196
108
$840K 0.22%
17,755
-705
109
$819K 0.22%
59,295
-2,406
110
$783K 0.21%
12,358
+1,546
111
$780K 0.21%
17,241
-2,435
112
$775K 0.21%
4,792
+1,538
113
$772K 0.2%
17,990
+685
114
$753K 0.2%
20,626
+2,921
115
$740K 0.2%
10,369
+695
116
$704K 0.19%
51,970
-24,734
117
$699K 0.19%
3,828
-515
118
$693K 0.18%
+6,105
119
$685K 0.18%
12,640
+1,208
120
$669K 0.18%
20,363
+2,458
121
$665K 0.18%
2,752
+55
122
$658K 0.17%
14,200
+4,715
123
$642K 0.17%
4,545
+907
124
$598K 0.16%
14,097
+591
125
$588K 0.16%
3,876
+1,713
3 4
5
6 7