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
$377M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$2.15M
3
+$1.94M
4
DLR icon
Digital Realty Trust
DLR
+$1.41M
5
HSY icon
Hershey
HSY
+$693K

Top Sells

1
+$4.17M
2
+$2.06M
3
+$1.38M
4
ORCL icon
Oracle
ORCL
+$1.04M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$658K

Sector Composition

1 Technology 11.13%
2 Healthcare 9.72%
3 Financials 9.23%
4 Consumer Staples 7.18%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$587K 0.16%
5,598
-1,862
127
$530K 0.14%
13,975
-745
128
$528K 0.14%
16,765
+1,977
129
$496K 0.13%
19,108
-15,984
130
$449K 0.12%
6,077
-569
131
$418K 0.11%
11,915
+362
132
$399K 0.11%
18,309
133
$367K 0.1%
2,337
+10
134
$350K 0.09%
2,992
-386
135
$307K 0.08%
2,700
136
$298K 0.08%
6,400
-4,520
137
$298K 0.08%
5,570
-3,410
138
$287K 0.08%
33,060
-35,700
139
$283K 0.08%
3,721
-1,625
140
$277K 0.07%
2,041
-290
141
$267K 0.07%
2,565
-100
142
$242K 0.06%
4,820
143
$231K 0.06%
3,784
-3,825
144
$210K 0.06%
5,450
-400
145
$201K 0.05%
3,109
-3,872
146
$115K 0.03%
11,945
-581
147
$90K 0.02%
+10,042
148
– –
-15,618
149
– –
-8,439
150
– –
-2,340
3 4 5
6
7