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
$529M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$2.83M
3
+$2.04M
4
AZN icon
AstraZeneca
AZN
+$1.93M
5
NTAP icon
NetApp
NTAP
+$1.76M

Top Sells

1
+$4.52M
2
+$3.15M
3
+$2.59M
4
ABBV icon
AbbVie
ABBV
+$1.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.77M

Sector Composition

1 Technology 12%
2 Financials 9.02%
3 Healthcare 8.97%
4 Consumer Discretionary 5.95%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$201K 0.04%
3,900
127
$201K 0.04%
1,154
+28
128
– –
-23,902
129
– –
-8,493
130
– –
-4,080
131
– –
-76,800
132
– –
-2,638
133
– –
-3,695
134
– –
-39,030
2 3 4 5
6