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
$321M
AUM Growth
+$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.69M
3
+$1.75M
4
F icon
Ford
F
+$1.15M
5
VZ icon
Verizon
VZ
+$689K

Top Sells

1
+$2.69M
2
+$2.21M
3
+$1.42M
4
SYY icon
Sysco
SYY
+$1.09M
5
PETM
PETSMART INC
PETM
+$803K

Sector Composition

1 Technology 12.27%
2 Healthcare 9.27%
3 Financials 8.53%
4 Industrials 7.46%
5 Consumer Staples 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$508K 0.16%
8,520
-75
127
$492K 0.15%
9,745
-725
128
$491K 0.15%
4,486
-495
129
$488K 0.15%
5,148
+468
130
$484K 0.15%
11,975
-441
131
$437K 0.14%
5,325
-145
132
$434K 0.14%
5,011
-325
133
$415K 0.13%
+7,358
134
$402K 0.13%
19,583
+1,415
135
$402K 0.13%
3,160
-125
136
$401K 0.12%
3,440
+555
137
$401K 0.12%
7,115
+1,456
138
$398K 0.12%
11,412
+6,427
139
$387K 0.12%
13,031
+3
140
$383K 0.12%
16,430
-315
141
$381K 0.12%
3,384
-400
142
$372K 0.12%
8,095
+368
143
$371K 0.12%
4,337
-7
144
$371K 0.12%
5,705
-325
145
$369K 0.11%
4,276
+740
146
$368K 0.11%
8,839
-1,705
147
$362K 0.11%
3,299
-725
148
$356K 0.11%
4,044
-25
149
$345K 0.11%
2,685
+45
150
$344K 0.11%
13,545
-1,543
4 5
6
7 8