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
$645M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.65M
3
+$1.45M
4
EG icon
Everest Group
EG
+$1.39M
5
QSR icon
Restaurant Brands International
QSR
+$1.33M

Top Sells

1
+$4.31M
2
+$1.42M
3
+$909K
4
RTX icon
RTX Corp
RTX
+$884K
5
HD icon
Home Depot
HD
+$852K

Sector Composition

1 Technology 18.75%
2 Healthcare 9.81%
3 Financials 7.96%
4 Consumer Discretionary 7.87%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$302K 0.05%
1,231
-76
102
$288K 0.04%
1,668
-100
103
$281K 0.04%
5,461
-40
104
$274K 0.04%
1,500
105
$263K 0.04%
2,503
106
$262K 0.04%
6,699
+263
107
$260K 0.04%
3,300
108
$257K 0.04%
400
109
$249K 0.04%
1,162
-368
110
$247K 0.04%
+1,823
111
$236K 0.04%
2,710
-120
112
$232K 0.04%
2,148
-13
113
$226K 0.04%
+465
114
$214K 0.03%
950
115
$213K 0.03%
5,419
-75
116
$213K 0.03%
4,425
+18
117
$212K 0.03%
3,602
-626
118
$211K 0.03%
593
119
$208K 0.03%
1,094
+263
120
$130K 0.02%
15,317
121
$116K 0.02%
10,675
122
$86K 0.01%
13,420
123
– –
-10,287
124
– –
-1,376
125
– –
-1,140
1 2 3 4
5