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
$339M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.36M
3
+$1.43M
4
CTSH icon
Cognizant
CTSH
+$1.13M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.1M

Top Sells

1
+$4.41M
2
+$3.37M
3
+$3.09M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.64M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.09M

Sector Composition

1 Technology 11.35%
2 Financials 9.09%
3 Healthcare 8.77%
4 Industrials 6.93%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$598K 0.18%
34,936
-927
127
$594K 0.18%
12,382
-8,636
128
$585K 0.17%
34,557
-25,809
129
$567K 0.17%
11,806
+1,133
130
$535K 0.16%
10,975
+3,750
131
$519K 0.15%
11,210
-325
132
$518K 0.15%
3,720
+315
133
$514K 0.15%
16,263
+2,235
134
$490K 0.14%
+15,542
135
$490K 0.14%
4,530
-50
136
$485K 0.14%
7,165
-3,876
137
$476K 0.14%
17,427
+2,378
138
$454K 0.13%
3,705
-3,635
139
$453K 0.13%
9,427
+219
140
$449K 0.13%
4,923
+927
141
$442K 0.13%
6,699
-2,184
142
$430K 0.13%
3,703
-283
143
$421K 0.12%
14,340
-660
144
$412K 0.12%
3,607
-1,940
145
$411K 0.12%
3,130
+745
146
$395K 0.12%
+12,714
147
$376K 0.11%
3,440
-1,084
148
$374K 0.11%
2,710
-200
149
$365K 0.11%
4,792
+925
150
$355K 0.1%
8,388
-4,605
4 5
6
7 8