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
$574M
AUM Growth
+$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$4.04M
3
+$3.37M
4
DHR icon
Danaher
DHR
+$1.99M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.77M

Top Sells

1
+$6.02M
2
+$5.31M
3
+$4.98M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.43M
5
LHX icon
L3Harris
LHX
+$1.98M

Sector Composition

1 Technology 16.83%
2 Healthcare 10.87%
3 Financials 8.04%
4 Consumer Discretionary 7.01%
5 Consumer Staples 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$249K 0.04%
1,774
102
$248K 0.04%
2,810
103
$242K 0.04%
5,175
-350
104
$237K 0.04%
2,547
-12
105
$235K 0.04%
+1,452
106
$229K 0.04%
2,705
-1,341
107
$216K 0.04%
+1,588
108
$207K 0.04%
+404
109
$202K 0.04%
+5,478
110
$201K 0.04%
1,500
111
$201K 0.03%
+2,454
112
$199K 0.03%
15,317
113
$176K 0.03%
15,675
114
$60.5K 0.01%
13,420
115
– –
-36,687
116
– –
-6,798
117
– –
-4,673
118
– –
-11,816
1 2 3 4
5