BCMO

Buckingham Capital Management (Ohio) Portfolio holdings

AUM $872M
1-Year Est. Return 18.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
-$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1 +$7.8M
2 +$3.05M
3 +$2.71M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.48M
5
NI icon
NiSource
NI
+$1.87M

Top Sells

1 +$3.9M
2 +$2.83M
3 +$2.82M
4
AVGO icon
Broadcom
AVGO
+$1.83M
5
NKE icon
Nike
NKE
+$1.64M

Sector Composition

1 Technology 24.62%
2 Financials 7.31%
3 Healthcare 6.64%
4 Consumer Discretionary 5.83%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AFL icon
126
Aflac
AFL
$58.2B
$217K 0.02%
2,100
PFE icon
127
Pfizer
PFE
$150B
$213K 0.02%
8,030
-5,270
ANET icon
128
Arista Networks
ANET
$178B
$207K 0.02%
+1,872
DNP icon
129
DNP Select Income Fund
DNP
$3.83B
$97.5K 0.01%
11,060
CODA icon
130
Coda Octopus Group
CODA
$120M
$78.3K 0.01%
10,000
MMT
131
MFS Multimarket Income Trust
MMT
$259M
$62.9K 0.01%
13,420
KMB icon
132
Kimberly-Clark
KMB
$33.2B
-1,425
QUAL icon
133
iShares MSCI USA Quality Factor ETF
QUAL
$48.7B
-1,144
SJM icon
134
J.M. Smucker
SJM
$11.2B
-3,460
ADBE icon
135
Adobe
ADBE
$120B
-432
AMGN icon
136
Amgen
AMGN
$184B
-750
CI icon
137
Cigna
CI
$73.2B
-708
DHR icon
138
Danaher
DHR
$155B
-1,570
EMR icon
139
Emerson Electric
EMR
$82.6B
-4,768
GD icon
140
General Dynamics
GD
$94.9B
-700
HCA icon
141
HCA Healthcare
HCA
$111B
-1,890
INFY icon
142
Infosys
INFY
$71.1B
-13,863
IR icon
143
Ingersoll Rand
IR
$34B
-5,433
ITW icon
144
Illinois Tool Works
ITW
$75.8B
-784