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
$391M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$962K
3
+$904K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$591K
5
LOW icon
Lowe's Companies
LOW
+$542K

Top Sells

1
+$6.41M
2
+$2.01M
3
+$1.76M
4
LMT icon
Lockheed Martin
LMT
+$1.07M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$714K

Sector Composition

1 Technology 11.61%
2 Healthcare 9.53%
3 Financials 9.34%
4 Consumer Staples 6.66%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$410K 0.1%
3,989
-1,609
127
$378K 0.1%
2,992
128
$364K 0.09%
5,139
-938
129
$348K 0.09%
2,280
-57
130
$348K 0.09%
8,095
-3,820
131
$339K 0.09%
1,413
-4,456
132
$316K 0.08%
+3,900
133
$306K 0.08%
2,700
134
$288K 0.07%
+13,486
135
$279K 0.07%
3,721
136
$278K 0.07%
2,041
137
$270K 0.07%
5,400
-14,270
138
$222K 0.06%
4,380
-13,945
139
$204K 0.05%
5,450
140
$203K 0.05%
4,420
-400
141
$129K 0.03%
11,946
+1
142
$99K 0.03%
10,042
143
– –
-33,060
144
– –
-20,757
145
– –
-6,400
146
– –
-5,570
147
– –
-3,784
148
– –
-2,565
149
– –
-3,109
2 3 4 5
6