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
$347M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$4.13M
3
+$2.91M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.11M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2M

Top Sells

1
+$6.86M
2
+$1.44M
3
+$1.19M
4
IBM icon
IBM
IBM
+$1.07M
5
CAT icon
Caterpillar
CAT
+$877K

Sector Composition

1 Technology 11.97%
2 Healthcare 9.05%
3 Financials 8.99%
4 Industrials 7.34%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$391K 0.11%
3,868
-5,580
152
$380K 0.11%
15,663
+5,536
153
$354K 0.1%
5,690
154
$347K 0.1%
14,228
+1,611
155
$340K 0.1%
3,190
+395
156
$338K 0.1%
4,547
-300
157
$338K 0.1%
3,002
-87
158
$321K 0.09%
3,997
-22
159
$319K 0.09%
3,982
-4,370
160
$317K 0.09%
6,343
+2,316
161
$308K 0.09%
2,031
-50
162
$302K 0.09%
2,608
-506
163
$296K 0.09%
3,785
164
$289K 0.08%
4,550
-700
165
$287K 0.08%
+12,144
166
$277K 0.08%
+657
167
$276K 0.08%
3,600
-370
168
$271K 0.08%
7,750
-100
169
$254K 0.07%
2,700
170
$243K 0.07%
6,100
-1,735
171
$235K 0.07%
1,886
-1,510
172
$223K 0.06%
+1,348
173
$215K 0.06%
3,900
-3,177
174
$208K 0.06%
+8,854
175
– –
-9,580
4 5 6
7
8