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
$427M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$2.39M
3
+$1.81M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.39M
5
PRU icon
Prudential Financial
PRU
+$1.06M

Top Sells

1
+$2.38M
2
+$1.55M
3
+$1.35M
4
CSCO icon
Cisco
CSCO
+$967K
5
ADM icon
Archer Daniels Midland
ADM
+$711K

Sector Composition

1 Technology 10.94%
2 Financials 9.76%
3 Healthcare 8.66%
4 Industrials 6.57%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$343K 0.08%
3,190
-716
127
$337K 0.08%
13,730
+4,355
128
$328K 0.08%
2,700
129
$316K 0.07%
3,932
+240
130
$314K 0.07%
+3,277
131
$301K 0.07%
14,760
+950
132
$285K 0.07%
2,400
-438
133
$278K 0.07%
1,826
-215
134
$268K 0.06%
4,023
-614
135
$254K 0.06%
5,875
-1,810
136
$244K 0.06%
+3,785
137
$234K 0.05%
5,000
138
$211K 0.05%
1,752
139
$206K 0.05%
2,908
-538
140
$163K 0.04%
11,947
141
– –
-15,583
142
– –
-38,748
143
– –
-2,280
144
– –
-1,148
145
– –
-9,040
146
– –
-7,262
147
– –
-57,949
2 3 4 5
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