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
$577M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$2.76M
3
+$1.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.04M
5
LLY icon
Eli Lilly
LLY
+$1.04M

Top Sells

1
+$2.91M
2
+$1.71M
3
+$1.36M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.2M
5
TRV icon
Travelers Companies
TRV
+$831K

Sector Composition

1 Technology 13.5%
2 Healthcare 8.9%
3 Financials 8.79%
4 Communication Services 5.86%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$775K 0.13%
3,681
-555
102
$664K 0.12%
26,320
-4,100
103
$621K 0.11%
2,700
104
$605K 0.1%
30,395
+9,475
105
$531K 0.09%
1,642
-463
106
$503K 0.09%
8,347
-389
107
$464K 0.08%
78,800
108
$455K 0.08%
3,800
109
$405K 0.07%
6,770
+54
110
$388K 0.07%
1,129
111
$387K 0.07%
5,580
-431
112
$350K 0.06%
+1,062
113
$316K 0.05%
1,982
114
$291K 0.05%
1,412
-551
115
$284K 0.05%
1,180
116
$281K 0.05%
2,331
+148
117
$269K 0.05%
7,773
118
$244K 0.04%
12,642
-3,024
119
$243K 0.04%
4,371
+100
120
$239K 0.04%
+4,248
121
$236K 0.04%
1,072
122
$230K 0.04%
8,019
+192
123
$227K 0.04%
642
-7
124
$226K 0.04%
1,532
125
$224K 0.04%
+742
2 3 4
5
6