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
$509M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.2M
3
+$2.09M
4
TSM icon
TSMC
TSM
+$1.82M
5
AZN icon
AstraZeneca
AZN
+$1.25M

Top Sells

1
+$2.39M
2
+$2.35M
3
+$1.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.25M
5
BIIB icon
Biogen
BIIB
+$1.17M

Sector Composition

1 Technology 12.19%
2 Healthcare 9.41%
3 Financials 8.53%
4 Consumer Discretionary 5.92%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$818K 0.16%
10,084
-583
102
$730K 0.14%
2,433
-145
103
$697K 0.14%
2,448
+165
104
$624K 0.12%
10,419
-455
105
$550K 0.11%
4,057
-199
106
$532K 0.1%
2,700
107
$515K 0.1%
5,657
-1,919
108
$503K 0.1%
2,933
-315
109
$482K 0.09%
3,713
+1,696
110
$443K 0.09%
6,826
-500
111
$416K 0.08%
3,800
-128
112
$345K 0.07%
+76,800
113
$316K 0.06%
1,171
114
$316K 0.06%
18,147
+747
115
$307K 0.06%
4,080
-4,610
116
$299K 0.06%
8,895
-2,430
117
$288K 0.06%
2,341
+153
118
$284K 0.06%
5,000
119
$255K 0.05%
2,082
-49
120
$241K 0.05%
7,773
121
$236K 0.05%
+689
122
$227K 0.04%
+2,638
123
$218K 0.04%
3,695
-131
124
$217K 0.04%
4,362
-1,756
125
$209K 0.04%
8,493
+100
2 3 4
5
6