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
$656M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$8.65M
3
+$3.98M
4
ACN icon
Accenture
ACN
+$2.11M
5
CPAY icon
Corpay
CPAY
+$1.39M

Top Sells

1
+$7.95M
2
+$6.02M
3
+$2.77M
4
AVGO icon
Broadcom
AVGO
+$1.92M
5
JPM icon
JPMorgan Chase
JPM
+$1.41M

Sector Composition

1 Technology 20.3%
2 Healthcare 9.51%
3 Financials 7.08%
4 Consumer Discretionary 6.6%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$249K 0.04%
9,793
102
$247K 0.04%
2,804
103
$247K 0.04%
1,874
-737
104
$243K 0.04%
10,220
+575
105
$243K 0.04%
593
106
$226K 0.03%
2,560
107
$209K 0.03%
+409
108
$208K 0.03%
6,262
+33
109
$208K 0.03%
3,894
+12
110
$206K 0.03%
+470
111
$106K 0.02%
11,175
112
$57.2K 0.01%
13,420
113
$2.39K ﹤0.01%
500
114
– –
-2,555
115
– –
-61,462
116
– –
-1,774
117
– –
-5,081
118
– –
-4,420
119
– –
-6,131
1 2 3 4
5