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
$358M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.71M
3
+$1.86M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$908K
5
BA icon
Boeing
BA
+$667K

Top Sells

1
+$6.97M
2
+$3.92M
3
+$2.66M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.2M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.46M

Sector Composition

1 Technology 11.44%
2 Financials 9.58%
3 Healthcare 9.29%
4 Industrials 6.84%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$567K 0.16%
11,242
-564
127
$564K 0.16%
14,590
-4,080
128
$556K 0.16%
17,052
+789
129
$543K 0.15%
4,530
130
$540K 0.15%
11,570
-812
131
$538K 0.15%
14,675
-30
132
$519K 0.15%
14,340
+1,626
133
$518K 0.14%
11,440
-17,533
134
$510K 0.14%
+4,877
135
$509K 0.14%
6,252
+1,460
136
$502K 0.14%
17,566
+139
137
$490K 0.14%
4,923
138
$445K 0.12%
13,903
-437
139
$443K 0.12%
3,365
-1,721
140
$437K 0.12%
3,625
-95
141
$433K 0.12%
10,672
+1,245
142
$412K 0.12%
7,963
+3,055
143
$412K 0.12%
3,503
-200
144
$385K 0.11%
2,905
-800
145
$383K 0.11%
3,076
-364
146
$379K 0.11%
2,347
147
$374K 0.1%
5,496
-1,669
148
$365K 0.1%
2,660
-50
149
$326K 0.09%
17,309
+5,326
150
$320K 0.09%
4,870
-450
3 4 5
6
7