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
176
-5,256
177
-7,103
178
-10,030
179
-3,410
180
-13,033