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
$594M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$3.73M
2 +$2.44M
3 +$2.14M
4
TJX icon
TJX Companies
TJX
+$1.13M
5
AMZN icon
Amazon
AMZN
+$1.1M

Top Sells

1 +$2.15M
2 +$1.58M
3 +$1.28M
4
EL icon
Estee Lauder
EL
+$1.08M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$818K

Sector Composition

1 Technology 16.69%
2 Healthcare 8.91%
3 Financials 8.54%
4 Communication Services 7.62%
5 Consumer Discretionary 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-900