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
$357M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.28M
3
+$2.32M
4
AAPL icon
Apple
AAPL
+$902K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$792K

Top Sells

1
+$5.91M
2
+$736K
3
+$721K
4
CB
CHUBB CORPORATION
CB
+$495K
5
BDX icon
Becton Dickinson
BDX
+$465K

Sector Composition

1 Technology 11.68%
2 Healthcare 9.05%
3 Financials 9.05%
4 Industrials 7.15%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$400K 0.11%
6,246
-1,411
152
$362K 0.1%
14,634
+406
153
$351K 0.1%
+7,225
154
$343K 0.1%
3,867
-130
155
$340K 0.1%
4,975
+428
156
$339K 0.09%
2,497
+466
157
$338K 0.09%
5,720
+30
158
$332K 0.09%
1,925
+577
159
$329K 0.09%
13,783
+4,929
160
$323K 0.09%
3,055
-135
161
$301K 0.08%
+4,862
162
$290K 0.08%
2,727
-275
163
$289K 0.08%
5,951
-392
164
$286K 0.08%
3,655
-130
165
$281K 0.08%
4,550
166
$280K 0.08%
11,983
-161
167
$259K 0.07%
7,750
168
$254K 0.07%
2,700
169
$219K 0.06%
3,890
-3,271
170
– –
-6,100
171
– –
-3,900
172
– –
-2,608
173
– –
-1,886
174
– –
-3,868
175
– –
-3,982
4 5 6
7
8