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
$317M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$4.33M
3
+$1.7M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.63M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$661K

Top Sells

1
+$4.41M
2
+$4.31M
3
+$1.15M
4
BMY icon
Bristol-Myers Squibb
BMY
+$662K
5
AZN icon
AstraZeneca
AZN
+$506K

Sector Composition

1 Technology 11.9%
2 Healthcare 9.04%
3 Financials 8.52%
4 Industrials 7.37%
5 Consumer Staples 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7M 6.23%
637,614
+52,763
2
$19.5M 6.16%
784,991
+68,256
3
$13.8M 4.35%
135,423
-11,264
4
$10.2M 3.21%
202,040
+120,845
5
$6.98M 2.2%
137,418
+85,243
6
$6.51M 2.05%
124,575
+12,640
7
$4.99M 1.57%
49,239
-43,467
8
$4.55M 1.44%
14,243
+110
9
$4.46M 1.41%
561,456
+26,016
10
$4.28M 1.35%
99,188
-7,841
11
$4.25M 1.34%
49,590
-262
12
$4.16M 1.31%
31,883
-2,621
13
$4.12M 1.3%
39,374
-496
14
$3.87M 1.22%
48,088
-53,575
15
$3.73M 1.18%
47,453
-1,008
16
$3.72M 1.17%
120,451
+6,149
17
$3.61M 1.14%
89,041
+1,046
18
$3.61M 1.14%
218,838
+31,360
19
$3.54M 1.11%
28,068
+1,329
20
$3.43M 1.08%
19,805
-476
21
$3.42M 1.08%
34,012
+38
22
$3.41M 1.07%
60,804
+190
23
$3.27M 1.03%
104,924
+4,602
24
$3.23M 1.02%
129,811
+8,512
25
$3.2M 1.01%
75,356
+2,549
1
2 3 4 5