BCMO

Buckingham Capital Management (Ohio) Portfolio holdings

AUM $872M
1-Year Est. Return 18.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$2.57M
3
+$1.35M
4
TJX icon
TJX Companies
TJX
+$1.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$935K

Top Sells

1
+$13.6M
2
+$7.64M
3
+$7.18M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.71M
5
AAPL icon
Apple
AAPL
+$4.12M

Sector Composition

1 Technology 13.68%
2 Healthcare 9.39%
3 Financials 8.12%
4 Communication Services 6.18%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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135
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136
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137
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-1,412
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6