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
$609M
AUM Growth
-$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$2.41M
2 +$2.11M
3 +$1.11M
4
AES icon
AES
AES
+$1.1M
5
QSR icon
Restaurant Brands International
QSR
+$1.05M

Top Sells

1 +$1.39M
2 +$1.27M
3 +$1.1M
4
AVGO icon
Broadcom
AVGO
+$1.02M
5
UNH icon
UnitedHealth
UNH
+$865K

Sector Composition

1 Technology 18.61%
2 Healthcare 9.99%
3 Financials 7.66%
4 Consumer Discretionary 7.45%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-400
127
-19,625
128
-29,691
129
-1,162
130
-1,094