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
$594M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$2.44M
3
+$2.14M
4
TJX icon
TJX Companies
TJX
+$1.13M
5
AMZN icon
Amazon
AMZN
+$1.1M

Top Sells

1
+$2.15M
2
+$1.58M
3
+$1.28M
4
EL icon
Estee Lauder
EL
+$1.08M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$818K

Sector Composition

1 Technology 16.69%
2 Healthcare 8.91%
3 Financials 8.54%
4 Communication Services 7.62%
5 Consumer Discretionary 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$316K 0.05%
8,717
-43
102
$314K 0.05%
4,909
+4
103
$300K 0.05%
2,382
104
$286K 0.05%
1,150
-15
105
$268K 0.05%
4,094
-53
106
$247K 0.04%
1,532
107
$242K 0.04%
+2,503
108
$240K 0.04%
3,050
+230
109
$238K 0.04%
+6,546
110
$237K 0.04%
2,300
-300
111
$230K 0.04%
1,500
112
$228K 0.04%
1,774
113
$226K 0.04%
+2,489
114
$219K 0.04%
593
115
$215K 0.04%
+1,139
116
$109K 0.02%
11,055
-3,147
117
$87K 0.01%
13,420
118
$15K ﹤0.01%
+3,000
119
$11K ﹤0.01%
+161
120
– –
-1,996
121
– –
-3,063
122
– –
-552
123
– –
-8,570
124
– –
-5,038
125
– –
-4,215
2 3 4
5
6