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
$398M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$2.13M
3
+$994K
4
PSX icon
Phillips 66
PSX
+$892K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$805K

Top Sells

1
+$11.5M
2
+$7.52M
3
+$7.06M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.66M
5
AAPL icon
Apple
AAPL
+$3.56M

Sector Composition

1 Technology 13.68%
2 Healthcare 9.39%
3 Financials 8.12%
4 Communication Services 6.18%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$419K 0.11%
16,996
-14,829
102
$395K 0.1%
1,527
-115
103
$386K 0.1%
12,635
-11,901
104
$383K 0.1%
46,706
-52,273
105
$372K 0.09%
20,633
+12,614
106
$367K 0.09%
6,741
-5,844
107
$327K 0.08%
3,800
108
$316K 0.08%
5,845
-925
109
$309K 0.08%
11,525
-18,245
110
$300K 0.08%
28,914
-38,892
111
$290K 0.07%
+2,916
112
$288K 0.07%
5,380
-200
113
$273K 0.07%
+3,410
114
$250K 0.06%
2,059
-3,103
115
$236K 0.06%
1,165
-15
116
$168K 0.04%
4,242
-129
117
$151K 0.04%
11,474
-8,556
118
$118K 0.03%
12,035
+1,046
119
$99K 0.02%
+12,101
120
$68K 0.02%
13,420
121
$57K 0.01%
14,895
-170
122
– –
-8,347
123
– –
-7,773
124
– –
-1,412
125
– –
-1,982
2 3 4
5
6