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
$317M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$4.33M
3
+$1.7M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.63M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$661K

Top Sells

1
+$4.41M
2
+$4.31M
3
+$1.15M
4
BMY icon
Bristol-Myers Squibb
BMY
+$662K
5
AZN icon
AstraZeneca
AZN
+$506K

Sector Composition

1 Technology 11.9%
2 Healthcare 9.04%
3 Financials 8.52%
4 Industrials 7.37%
5 Consumer Staples 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$568K 0.18%
11,895
+370
127
$564K 0.18%
11,386
+682
128
$558K 0.18%
13,427
+2,333
129
$556K 0.18%
12,605
-127
130
$550K 0.17%
10,470
-100
131
$547K 0.17%
6,603
-50
132
$547K 0.17%
12,416
-302
133
$495K 0.16%
5,470
134
$474K 0.15%
16,745
135
$472K 0.15%
3,784
-102
136
$454K 0.14%
5,336
137
$449K 0.14%
6,030
-325
138
$447K 0.14%
18,168
+210
139
$443K 0.14%
4,024
-479
140
$443K 0.14%
8,595
141
$439K 0.14%
10,544
-300
142
$412K 0.13%
15,288
-629
143
$402K 0.13%
4,680
+870
144
$393K 0.12%
15,088
-1,623
145
$387K 0.12%
4,344
+535
146
$383K 0.12%
3,285
-250
147
$361K 0.11%
4,069
-30
148
$356K 0.11%
3,755
+120
149
$348K 0.11%
6,640
-1,305
150
$342K 0.11%
2,885
-205
4 5
6
7 8