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
$611M
AUM Growth
-$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$2.75M
2 +$1.76M
3 +$1.31M
4
EG icon
Everest Group
EG
+$1.2M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1M

Top Sells

1 +$2.45M
2 +$1.64M
3 +$863K
4
NKE icon
Nike
NKE
+$790K
5
ADI icon
Analog Devices
ADI
+$728K

Sector Composition

1 Technology 17.48%
2 Healthcare 9.28%
3 Financials 8.45%
4 Communication Services 7.95%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-12,050