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
$539M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$1.84M
3
+$1.8M
4
AZN icon
AstraZeneca
AZN
+$1.73M
5
TSM icon
TSMC
TSM
+$1.2M

Top Sells

1
+$2.51M
2
+$1.84M
3
+$1.83M
4
AMGN icon
Amgen
AMGN
+$1.72M
5
ABBV icon
AbbVie
ABBV
+$1.06M

Sector Composition

1 Technology 12.31%
2 Financials 8.62%
3 Healthcare 8.49%
4 Industrials 5.94%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$763K 0.14%
4,217
-4
102
$737K 0.14%
8,582
-663
103
$628K 0.12%
2,105
-222
104
$597K 0.11%
2,700
105
$531K 0.1%
8,736
-1,505
106
$515K 0.1%
+9,242
107
$481K 0.09%
+1,965
108
$423K 0.08%
1,129
109
$418K 0.08%
3,800
+300
110
$392K 0.07%
6,011
-280
111
$355K 0.07%
1,963
-205
112
$346K 0.06%
6,716
-35,628
113
$343K 0.06%
+78,800
114
$342K 0.06%
+20,920
115
$286K 0.05%
15,666
-873
116
$278K 0.05%
1,982
-100
117
$259K 0.05%
2,183
+2
118
$247K 0.05%
7,773
119
$239K 0.04%
1,848
120
$231K 0.04%
649
121
$228K 0.04%
1,180
-8,895
122
$224K 0.04%
1,771
-1,759
123
$216K 0.04%
+8,393
124
$214K 0.04%
+7,827
125
$211K 0.04%
1,532
2 3 4
5
6