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
$321M
AUM Growth
+$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.69M
3
+$1.75M
4
F icon
Ford
F
+$1.15M
5
VZ icon
Verizon
VZ
+$689K

Top Sells

1
+$2.69M
2
+$2.21M
3
+$1.42M
4
SYY icon
Sysco
SYY
+$1.09M
5
PETM
PETSMART INC
PETM
+$803K

Sector Composition

1 Technology 12.27%
2 Healthcare 9.27%
3 Financials 8.53%
4 Industrials 7.46%
5 Consumer Staples 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 6.48%
856,861
+71,870
2
$19.4M 6.04%
648,123
+10,509
3
$14.7M 4.57%
292,298
+90,258
4
$13.7M 4.27%
135,480
+57
5
$10.7M 3.32%
209,973
+72,555
6
$6.55M 2.04%
132,941
+8,366
7
$4.66M 1.45%
14,181
-62
8
$4.4M 1.37%
555,342
-6,114
9
$4.34M 1.35%
48,735
-855
10
$4.23M 1.32%
121,579
+1,128
11
$4.16M 1.3%
39,036
-338
12
$3.94M 1.23%
94,583
-4,605
13
$3.79M 1.18%
244,168
+25,330
14
$3.72M 1.16%
44,449
-3,004
15
$3.6M 1.12%
30,176
-1,707
16
$3.55M 1.11%
28,915
+847
17
$3.54M 1.1%
140,712
+9,900
18
$3.54M 1.1%
19,486
-319
19
$3.53M 1.1%
70,539
+13,785
20
$3.51M 1.09%
135,136
+17,428
21
$3.5M 1.09%
91,516
+2,475
22
$3.41M 1.06%
135,575
+5,764
23
$3.35M 1.04%
55,680
+1,483
24
$3.22M 1%
69,405
+590
25
$3.21M 1%
34,161
+149
1
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