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
$609M
AUM Growth
-$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.11M
3
+$1.11M
4
AES icon
AES
AES
+$1.1M
5
QSR icon
Restaurant Brands International
QSR
+$1.05M

Top Sells

1
+$1.39M
2
+$1.27M
3
+$1.1M
4
AVGO icon
Broadcom
AVGO
+$1.02M
5
UNH icon
UnitedHealth
UNH
+$865K

Sector Composition

1 Technology 18.61%
2 Healthcare 9.99%
3 Financials 7.66%
4 Consumer Discretionary 7.45%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$303K 0.05%
9,693
102
$288K 0.05%
2,847
-7,554
103
$279K 0.05%
2,503
104
$262K 0.04%
593
105
$252K 0.04%
2,486
+338
106
$234K 0.04%
1,500
107
$234K 0.04%
1,539
-129
108
$230K 0.04%
950
109
$226K 0.04%
4,542
+117
110
$224K 0.04%
2,710
111
$222K 0.04%
1,369
-454
112
$222K 0.04%
4,483
-978
113
$210K 0.03%
5,303
-11,507
114
$209K 0.03%
+425
115
$207K 0.03%
+677
116
$206K 0.03%
+723
117
$205K 0.03%
3,602
118
$202K 0.03%
465
119
$185K 0.03%
15,675
+5,000
120
$165K 0.03%
15,317
121
$71K 0.01%
13,420
122
– –
-1,231
123
– –
-1,332
124
– –
-5,419
125
– –
-3,300
2 3 4
5
6