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
$366M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$6.03M
3
+$5.65M
4
DLR icon
Digital Realty Trust
DLR
+$1.93M
5
MSFT icon
Microsoft
MSFT
+$1.86M

Top Sells

1
+$8.07M
2
+$3.9M
3
+$3.09M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.14M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.5M

Sector Composition

1 Technology 11.71%
2 Financials 9.27%
3 Healthcare 9.16%
4 Consumer Staples 6.99%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$522K 0.14%
+3,254
127
$515K 0.14%
10,920
-3,670
128
$496K 0.14%
11,553
+881
129
$493K 0.13%
7,609
-2,395
130
$469K 0.13%
3,638
+135
131
$459K 0.13%
8,980
-8,079
132
$447K 0.12%
14,788
+885
133
$442K 0.12%
6,981
-5,348
134
$431K 0.12%
6,646
-1,004
135
$425K 0.12%
9,485
-4,509
136
$371K 0.1%
5,346
-150
137
$367K 0.1%
2,327
-20
138
$358K 0.1%
18,309
+1,000
139
$352K 0.1%
2,163
+63
140
$350K 0.1%
3,378
-1,545
141
$340K 0.09%
8,439
-3,131
142
$336K 0.09%
2,665
-960
143
$329K 0.09%
3,947
-5,175
144
$307K 0.08%
2,340
-320
145
$286K 0.08%
2,331
-745
146
$276K 0.08%
2,700
147
$258K 0.07%
4,820
-50
148
$239K 0.07%
2,727
-225
149
$235K 0.06%
1,807
-350
150
$229K 0.06%
5,850
-1,100
3 4 5
6
7