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
$427M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$2.39M
3
+$1.81M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.39M
5
PRU icon
Prudential Financial
PRU
+$1.06M

Top Sells

1
+$2.38M
2
+$1.55M
3
+$1.35M
4
CSCO icon
Cisco
CSCO
+$967K
5
ADM icon
Archer Daniels Midland
ADM
+$711K

Sector Composition

1 Technology 10.94%
2 Financials 9.76%
3 Healthcare 8.66%
4 Industrials 6.57%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$974K 0.23%
16,360
-8,531
102
$974K 0.23%
12,089
-3,640
103
$967K 0.23%
83,107
-49,695
104
$958K 0.22%
7,776
-843
105
$938K 0.22%
5,851
-1,475
106
$936K 0.22%
62,958
-1,356
107
$841K 0.2%
5,125
+475
108
$840K 0.2%
+18,940
109
$840K 0.2%
7,692
+9
110
$835K 0.2%
15,851
+789
111
$816K 0.19%
25,731
+1,163
112
$783K 0.18%
23,500
+115
113
$747K 0.17%
3,193
-175
114
$742K 0.17%
11,906
-4,731
115
$737K 0.17%
13,250
-1,552
116
$679K 0.16%
13,089
-1,260
117
$670K 0.16%
2,452
+8
118
$652K 0.15%
12,895
-230
119
$628K 0.15%
14,658
-1,175
120
$607K 0.14%
40,624
-6,346
121
$580K 0.14%
18,309
122
$490K 0.11%
9,340
-2,423
123
$428K 0.1%
+17,875
124
$402K 0.09%
4,380
+240
125
$356K 0.08%
+2,399
2 3 4
5
6