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
176
-3,600