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
$671M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$3.69M
3
+$2.19M
4
RTX icon
RTX Corp
RTX
+$1.47M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.03M

Top Sells

1
+$1.65M
2
+$1.56M
3
+$1.26M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$985K
5
LLY icon
Eli Lilly
LLY
+$771K

Sector Composition

1 Technology 21.24%
2 Healthcare 9.81%
3 Financials 7.34%
4 Consumer Discretionary 6.68%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$246K 0.04%
2,804
-20
102
$231K 0.03%
6,131
+230
103
$231K 0.03%
9,645
-550
104
$230K 0.03%
2,560
-54
105
$228K 0.03%
6,229
+65
106
$211K 0.03%
950
107
$211K 0.03%
1,774
108
$204K 0.03%
4,420
-505
109
$203K 0.03%
+3,882
110
$200K 0.03%
+2,555
111
$117K 0.02%
11,175
112
$60.5K 0.01%
13,420
113
$3.55K ﹤0.01%
+500
114
– –
-1,456
115
– –
-4,655
116
– –
-2,327
117
– –
-6,723
1 2 3 4
5