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
$336M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.49M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.26M
5
EMC
EMC CORPORATION
EMC
+$1.02M

Top Sells

1
+$1.61M
2
+$1.34M
3
+$1.32M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$957K
5
RTN
Raytheon Company
RTN
+$691K

Sector Composition

1 Technology 12.62%
2 Healthcare 9.41%
3 Financials 9.04%
4 Industrials 7.59%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$330K 0.1%
1,939
+397
152
$327K 0.1%
7,077
-1,762
153
$327K 0.1%
5,690
-200
154
$307K 0.09%
3,730
+710
155
$302K 0.09%
12,617
-928
156
$302K 0.09%
3,970
-585
157
$295K 0.09%
7,835
+910
158
$295K 0.09%
2,081
-200
159
$294K 0.09%
5,250
-455
160
$287K 0.09%
2,795
+430
161
$269K 0.08%
7,850
162
$267K 0.08%
2,700
163
$264K 0.08%
+4,027
164
$263K 0.08%
7,103
-4,872
165
$262K 0.08%
5,810
+690
166
$239K 0.07%
+10,127
167
$239K 0.07%
17,340
-1,500
168
$230K 0.07%
3,410
-1,475
169
$152K 0.05%
10,030
-6,400
170
– –
-4,528
171
– –
-3,356
172
– –
-12,805
173
– –
-7,358
174
– –
-3,283
175
– –
-3,350
4 5 6
7
8