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
$403M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$1.07M
3
+$981K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$639K
5
MCD icon
McDonald's
MCD
+$595K

Top Sells

1
+$4.83M
2
+$1.9M
3
+$1.01M
4
CTSH icon
Cognizant
CTSH
+$612K
5
AFL icon
Aflac
AFL
+$591K

Sector Composition

1 Technology 11.15%
2 Financials 10%
3 Healthcare 8.49%
4 Industrials 6.92%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$989K 0.25%
16,644
+1,271
102
$974K 0.24%
27,223
-3,104
103
$971K 0.24%
13,348
+417
104
$960K 0.24%
16,637
-1,751
105
$951K 0.24%
8,619
-187
106
$945K 0.23%
61,464
+2,524
107
$934K 0.23%
64,314
+7,446
108
$816K 0.2%
14,802
-2,193
109
$795K 0.2%
7,683
+1,298
110
$781K 0.19%
24,568
+1,574
111
$744K 0.18%
4,650
+190
112
$729K 0.18%
3,368
-100
113
$725K 0.18%
15,062
+744
114
$711K 0.18%
15,583
-1,557
115
$693K 0.17%
2,444
-434
116
$669K 0.17%
15,833
-545
117
$661K 0.16%
13,125
-300
118
$650K 0.16%
46,970
-3,046
119
$639K 0.16%
23,385
+1,270
120
$636K 0.16%
14,349
-1,326
121
$594K 0.15%
18,309
122
$585K 0.15%
11,763
-1,527
123
$460K 0.11%
3,906
-83
124
$402K 0.1%
4,140
+240
125
$395K 0.1%
7,262
+1,862
2 3 4
5
6