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
$403M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$1.07M
3
+$981K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$639K
5
MCD icon
McDonald's
MCD
+$595K

Top Sells

1
+$4.83M
2
+$1.9M
3
+$1.01M
4
CTSH icon
Cognizant
CTSH
+$612K
5
AFL icon
Aflac
AFL
+$591K

Sector Composition

1 Technology 11.15%
2 Financials 10%
3 Healthcare 8.49%
4 Industrials 6.92%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$365K 0.09%
2,280
127
$348K 0.09%
9,040
-2,720
128
$334K 0.08%
7,685
-410
129
$318K 0.08%
+4,640
130
$303K 0.08%
4,637
-502
131
$290K 0.07%
2,041
132
$287K 0.07%
1,148
-265
133
$285K 0.07%
2,700
134
$284K 0.07%
2,838
-154
135
$283K 0.07%
13,810
+324
136
$249K 0.06%
+3,692
137
$231K 0.06%
3,446
-275
138
$219K 0.05%
+9,375
139
$219K 0.05%
+5,000
140
$205K 0.05%
+1,752
141
$162K 0.04%
11,947
+1
142
– –
-4,380
143
– –
-10,042
144
– –
-6,034
145
– –
-4,420
146
– –
-5,450
147
– –
-23,917
2 3 4 5
6