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
$529M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$2.83M
3
+$2.04M
4
AZN icon
AstraZeneca
AZN
+$1.93M
5
NTAP icon
NetApp
NTAP
+$1.76M

Top Sells

1
+$4.52M
2
+$3.15M
3
+$2.59M
4
ABBV icon
AbbVie
ABBV
+$1.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.77M

Sector Composition

1 Technology 12%
2 Financials 9.02%
3 Healthcare 8.97%
4 Consumer Discretionary 5.95%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$845K 0.16%
33,400
-3,030
102
$758K 0.14%
9,245
-839
103
$686K 0.13%
2,327
-121
104
$606K 0.11%
+7,582
105
$572K 0.11%
10,241
-178
106
$552K 0.1%
2,700
107
$481K 0.09%
3,530
-527
108
$419K 0.08%
10,547
-12,214
109
$414K 0.08%
6,291
-535
110
$411K 0.08%
3,713
111
$369K 0.07%
2,168
-765
112
$365K 0.07%
1,129
-42
113
$353K 0.07%
3,500
-300
114
$328K 0.06%
2,444
-5,107
115
$293K 0.06%
16,539
-1,608
116
$286K 0.05%
2,082
117
$271K 0.05%
2,181
-160
118
$251K 0.05%
7,773
119
$243K 0.05%
990
-20
120
$238K 0.05%
649
-40
121
$229K 0.04%
4,370
+8
122
$227K 0.04%
5,000
123
$222K 0.04%
1,532
-3,445
124
$212K 0.04%
+1,848
125
$206K 0.04%
6,550
-2,345
2 3 4
5
6