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
$377M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$6.07M
2 +$2.15M
3 +$1.94M
4
DLR icon
Digital Realty Trust
DLR
+$1.41M
5
HSY icon
Hershey
HSY
+$693K

Top Sells

1 +$4.17M
2 +$2.06M
3 +$1.38M
4
ORCL icon
Oracle
ORCL
+$1.04M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$658K

Sector Composition

1 Technology 11.13%
2 Healthcare 9.72%
3 Financials 9.23%
4 Consumer Staples 7.18%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,947
152
-1,807
153
-2,727