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
$347M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$4.13M
3
+$2.91M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.11M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2M

Top Sells

1
+$6.86M
2
+$1.44M
3
+$1.19M
4
IBM icon
IBM
IBM
+$1.07M
5
CAT icon
Caterpillar
CAT
+$877K

Sector Composition

1 Technology 11.97%
2 Healthcare 9.05%
3 Financials 8.99%
4 Industrials 7.34%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$599K 0.17%
+7,946
127
$596K 0.17%
17,611
+2,568
128
$583K 0.17%
13,651
+294
129
$575K 0.17%
16,110
+3,491
130
$565K 0.16%
9,116
+713
131
$553K 0.16%
6,760
+3,030
132
$545K 0.16%
9,454
+105
133
$525K 0.15%
4,555
-808
134
$521K 0.15%
12,562
-28,725
135
$486K 0.14%
9,490
+3,680
136
$484K 0.14%
7,657
-4,850
137
$481K 0.14%
4,066
-498
138
$478K 0.14%
3,405
-125
139
$477K 0.14%
+7,140
140
$466K 0.13%
+2,784
141
$461K 0.13%
6,749
-520
142
$419K 0.12%
12,856
+1,348
143
$408K 0.12%
14,310
-5,213
144
$407K 0.12%
+7,590
145
$405K 0.12%
7,161
-1,455
146
$399K 0.11%
4,686
-35
147
$396K 0.11%
4,247
-80
148
$396K 0.11%
2,278
+339
149
$396K 0.11%
2,295
-335
150
$395K 0.11%
2,910
-150
4 5
6
7 8