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
$317M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$4.33M
3
+$1.7M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.63M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$661K

Top Sells

1
+$4.41M
2
+$4.31M
3
+$1.15M
4
BMY icon
Bristol-Myers Squibb
BMY
+$662K
5
AZN icon
AstraZeneca
AZN
+$506K

Sector Composition

1 Technology 11.9%
2 Healthcare 9.04%
3 Financials 8.52%
4 Industrials 7.37%
5 Consumer Staples 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$339K 0.11%
+5,659
152
$334K 0.11%
3,706
+580
153
$323K 0.1%
4,641
-257
154
$323K 0.1%
5,035
-190
155
$320K 0.1%
7,727
+1,434
156
$289K 0.09%
3,536
+650
157
$270K 0.09%
4,700
-595
158
$267K 0.08%
6,200
-7,611
159
$263K 0.08%
2,281
160
$261K 0.08%
13,028
+3
161
$252K 0.08%
3,370
-2,049
162
$243K 0.08%
2,700
163
$240K 0.08%
4,144
-1,240
164
$239K 0.08%
3,450
+300
165
$234K 0.07%
2,640
+335
166
$230K 0.07%
+6,925
167
$230K 0.07%
4,800
168
$221K 0.07%
+6,845
169
$214K 0.07%
15,640
+40
170
$213K 0.07%
8,000
171
$208K 0.07%
1,992
-163
172
$207K 0.07%
3,356
173
$163K 0.05%
+4,985
174
– –
-15,588
175
– –
-12,736
4 5 6
7
8