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
$391M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$962K
3
+$904K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$591K
5
LOW icon
Lowe's Companies
LOW
+$542K

Top Sells

1
+$6.41M
2
+$2.01M
3
+$1.76M
4
LMT icon
Lockheed Martin
LMT
+$1.07M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$714K

Sector Composition

1 Technology 11.61%
2 Healthcare 9.53%
3 Financials 9.34%
4 Consumer Staples 6.66%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$938K 0.24%
22,927
+2,301
102
$926K 0.24%
11,339
+970
103
$925K 0.24%
19,446
+503
104
$901K 0.23%
2,878
+126
105
$848K 0.22%
58,940
-4,276
106
$802K 0.2%
56,868
-2,427
107
$797K 0.2%
12,931
+573
108
$795K 0.2%
4,549
+673
109
$781K 0.2%
5,237
+445
110
$773K 0.2%
14,318
+1,678
111
$759K 0.19%
22,994
+2,631
112
$753K 0.19%
16,995
-760
113
$746K 0.19%
15,675
-1,566
114
$726K 0.19%
15,373
+1,276
115
$723K 0.18%
17,140
-850
116
$720K 0.18%
50,016
-1,954
117
$668K 0.17%
22,115
+5,350
118
$659K 0.17%
3,468
-360
119
$635K 0.16%
13,290
-910
120
$624K 0.16%
4,460
-85
121
$611K 0.16%
6,385
+280
122
$545K 0.14%
13,425
-550
123
$525K 0.13%
16,378
-2,730
124
$462K 0.12%
11,760
-11,316
125
$450K 0.12%
18,309
2 3 4
5
6