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
$516M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$2.02M
3
+$1.74M
4
AMD icon
Advanced Micro Devices
AMD
+$1.67M
5
DHR icon
Danaher
DHR
+$1.36M

Top Sells

1
+$6.09M
2
+$3.4M
3
+$1.67M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.37M
5
UNH icon
UnitedHealth
UNH
+$1.28M

Sector Composition

1 Technology 16.99%
2 Healthcare 10.19%
3 Financials 7.5%
4 Consumer Discretionary 7.34%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$233K 0.05%
2,503
102
$229K 0.04%
593
103
$229K 0.04%
674
104
$226K 0.04%
+5,383
105
$216K 0.04%
1,500
106
$214K 0.04%
950
107
$213K 0.04%
1,774
108
$162K 0.03%
15,675
109
$152K 0.03%
15,317
110
$57K 0.01%
13,420
111
– –
-871
112
– –
-2,664
113
– –
-8,035
114
– –
-2,871
1 2 3 4
5