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
$747M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$10.7M
3
+$5.4M
4
CPAY icon
Corpay
CPAY
+$4.04M
5
AXP icon
American Express
AXP
+$1.65M

Top Sells

1
+$6.78M
2
+$4.66M
3
+$2.62M
4
GLW icon
Corning
GLW
+$1.79M
5
V icon
Visa
V
+$1.37M

Sector Composition

1 Technology 21.91%
2 Healthcare 8.67%
3 Financials 6.95%
4 Consumer Discretionary 6.41%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$332K 0.04%
+8,300
102
$331K 0.04%
9,793
103
$312K 0.04%
674
104
$309K 0.04%
1,500
105
$285K 0.04%
2,934
+374
106
$282K 0.04%
2,767
-37
107
$277K 0.04%
611
+18
108
$276K 0.04%
958
+8
109
$251K 0.03%
10,272
+52
110
$244K 0.03%
+3,483
111
$224K 0.03%
470
112
$216K 0.03%
+2,543
113
$211K 0.03%
+807
114
$205K 0.03%
+1,289
115
$204K 0.03%
+1,315
116
$202K 0.03%
+8,157
117
$94.8K 0.01%
11,175
118
$61.1K 0.01%
13,420
119
$60.2K 0.01%
+10,000
120
– –
-500
121
– –
-6,262
122
– –
-1,874
123
– –
-3,894
124
– –
-5,295
1 2 3 4
5