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
$357M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.28M
3
+$2.32M
4
AAPL icon
Apple
AAPL
+$902K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$792K

Top Sells

1
+$5.91M
2
+$736K
3
+$721K
4
CB
CHUBB CORPORATION
CB
+$495K
5
BDX icon
Becton Dickinson
BDX
+$465K

Sector Composition

1 Technology 11.68%
2 Healthcare 9.05%
3 Financials 9.05%
4 Industrials 7.15%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$607K 0.17%
10,460
+3,320
127
$604K 0.17%
5,547
-226
128
$602K 0.17%
11,535
+2,045
129
$575K 0.16%
14,028
+377
130
$564K 0.16%
10,673
+1,219
131
$541K 0.15%
6,165
-585
132
$536K 0.15%
4,580
+25
133
$529K 0.15%
6,695
-65
134
$522K 0.15%
9,208
+1,618
135
$498K 0.14%
17,540
-71
136
$492K 0.14%
1,215
+558
137
$488K 0.14%
3,986
-80
138
$469K 0.13%
2,563
+285
139
$458K 0.13%
3,405
140
$447K 0.13%
15,049
+2,193
141
$436K 0.12%
4,524
-1,370
142
$434K 0.12%
17,093
+1,430
143
$424K 0.12%
3,996
-3,291
144
$417K 0.12%
6,414
-335
145
$417K 0.12%
4,486
-200
146
$416K 0.12%
15,000
+690
147
$416K 0.12%
2,385
+90
148
$415K 0.12%
2,910
149
$408K 0.11%
4,247
150
$406K 0.11%
9,866
-2,696
4 5
6
7 8