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
$509M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.2M
3
+$2.09M
4
TSM icon
TSMC
TSM
+$1.82M
5
AZN icon
AstraZeneca
AZN
+$1.25M

Top Sells

1
+$2.39M
2
+$2.35M
3
+$1.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.25M
5
BIIB icon
Biogen
BIIB
+$1.17M

Sector Composition

1 Technology 12.19%
2 Healthcare 9.41%
3 Financials 8.53%
4 Consumer Discretionary 5.92%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$208K 0.04%
+1,010
127
$205K 0.04%
+1,126
128
$202K 0.04%
+3,900
129
– –
-1,264
130
– –
-3,891
131
– –
-7,270
132
– –
-6,263
133
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-24,285
134
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-29,236
135
– –
-32,475
136
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-30,148
137
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-3,381
138
– –
-9,758
139
– –
-2,245
140
– –
-6,535
2 3 4 5
6