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
$611M
AUM Growth
-$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.76M
3
+$1.31M
4
EG icon
Everest Group
EG
+$1.2M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1M

Top Sells

1
+$2.45M
2
+$1.64M
3
+$863K
4
NKE icon
Nike
NKE
+$790K
5
ADI icon
Analog Devices
ADI
+$728K

Sector Composition

1 Technology 17.48%
2 Healthcare 9.28%
3 Financials 8.45%
4 Communication Services 7.95%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$297K 0.05%
2,220
-80
102
$293K 0.05%
5,501
+169
103
$279K 0.05%
1,530
-310
104
$271K 0.04%
4,228
+121
105
$264K 0.04%
1,768
-545
106
$257K 0.04%
3,300
-1,500
107
$256K 0.04%
6,436
+20
108
$250K 0.04%
1,500
109
$247K 0.04%
2,830
110
$244K 0.04%
2,503
111
$219K 0.04%
1,140
+1
112
$216K 0.04%
+400
113
$213K 0.03%
2,161
-328
114
$212K 0.03%
+831
115
$209K 0.03%
1,376
-850
116
$207K 0.03%
5,494
117
$205K 0.03%
593
118
$205K 0.03%
4,407
+12
119
$202K 0.03%
950
120
$176K 0.03%
15,317
-1,718
121
$114K 0.02%
10,675
122
$88K 0.01%
13,420
123
– –
-1,799
124
– –
-7,224
125
– –
-1,029
2 3 4
5
6