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
$568M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$2.98M
3
+$2.4M
4
TMUS icon
T-Mobile US
TMUS
+$2.37M
5
TTE icon
TotalEnergies
TTE
+$1.83M

Top Sells

1
+$24.9M
2
+$2.55M
3
+$1.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.38M
5
T icon
AT&T
T
+$1.01M

Sector Composition

1 Technology 17.22%
2 Healthcare 9.05%
3 Financials 8.37%
4 Communication Services 7.55%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$322K 0.06%
8,760
-12,477
102
$315K 0.06%
2,382
103
$268K 0.05%
1,165
-65
104
$267K 0.05%
552
-282
105
$255K 0.04%
1,774
106
$244K 0.04%
4,905
+164
107
$235K 0.04%
+8,693
108
$230K 0.04%
+1,500
109
$228K 0.04%
+2,600
110
$224K 0.04%
1,532
111
$223K 0.04%
4,147
-216
112
$215K 0.04%
+3,063
113
$214K 0.04%
+1,996
114
$211K 0.04%
593
115
$205K 0.04%
5,038
-4,096
116
$204K 0.04%
+2,820
117
$203K 0.04%
+4,215
118
$146K 0.03%
14,202
+1,059
119
$82K 0.01%
13,420
120
$25K ﹤0.01%
+900
121
– –
-3,813
122
– –
-12,101
123
– –
-7,555
124
– –
-305,828
125
– –
-5,149
2 3 4
5
6