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
$321M
AUM Growth
+$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.69M
3
+$1.75M
4
F icon
Ford
F
+$1.15M
5
VZ icon
Verizon
VZ
+$689K

Top Sells

1
+$2.69M
2
+$2.21M
3
+$1.42M
4
SYY icon
Sysco
SYY
+$1.09M
5
PETM
PETSMART INC
PETM
+$803K

Sector Composition

1 Technology 12.27%
2 Healthcare 9.27%
3 Financials 8.53%
4 Industrials 7.46%
5 Consumer Staples 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$332K 0.1%
4,885
-150
152
$331K 0.1%
9,585
+2,740
153
$330K 0.1%
4,528
-113
154
$329K 0.1%
3,755
155
$323K 0.1%
12,805
-2,483
156
$317K 0.1%
5,890
-750
157
$300K 0.09%
4,555
-145
158
$286K 0.09%
2,281
159
$254K 0.08%
4,800
160
$253K 0.08%
2,700
161
$250K 0.08%
+1,542
162
$242K 0.08%
18,840
+3,200
163
$239K 0.07%
+6,610
164
$237K 0.07%
+3,176
165
$237K 0.07%
3,350
-100
166
$236K 0.07%
3,283
-87
167
$232K 0.07%
7,850
-150
168
$224K 0.07%
3,356
169
$222K 0.07%
+2,365
170
$217K 0.07%
+5,120
171
$217K 0.07%
2,506
-1,200
172
$211K 0.07%
6,925
173
$203K 0.06%
+3,020
174
– –
-36,461
175
– –
-6,200
4 5 6
7
8