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
$512M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$4.02M
3
+$2.42M
4
AVGO icon
Broadcom
AVGO
+$1.59M
5
CCL icon
Carnival Corp
CCL
+$1.09M

Top Sells

1
+$15.3M
2
+$7.45M
3
+$2.6M
4
CA
CA, Inc.
CA
+$1.05M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.01M

Sector Composition

1 Technology 11.56%
2 Healthcare 9.33%
3 Financials 8.85%
4 Consumer Discretionary 6.07%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$912K 0.18%
9,276
-2,287
102
$906K 0.18%
13,750
-3,340
103
$892K 0.17%
2,578
+8
104
$805K 0.16%
7,896
+216
105
$771K 0.15%
33,688
-597
106
$758K 0.15%
2,589
-152
107
$723K 0.14%
31,204
-112,007
108
$702K 0.14%
7,820
-1,670
109
$669K 0.13%
4,481
-1,089
110
$597K 0.12%
3,246
-30
111
$589K 0.12%
3,576
+1,720
112
$582K 0.11%
12,508
-65
113
$572K 0.11%
8,411
-95
114
$570K 0.11%
8,850
-380
115
$487K 0.1%
3,191
+1,388
116
$452K 0.09%
5,739
-3,748
117
$417K 0.08%
14,940
-360
118
$413K 0.08%
3,600
119
$412K 0.08%
7,618
-56
120
$395K 0.08%
5,000
121
$392K 0.08%
2,700
122
$386K 0.08%
1,216
123
$350K 0.07%
19,830
-13,848
124
$286K 0.06%
5,363
-9,732
125
$270K 0.05%
7,708
2 3 4
5
6