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
1
$22.4M 6.44%
446,816
+82,502
2
$20.6M 5.93%
854,415
-6,047
3
$15.2M 4.39%
301,005
+41,747
4
$13.2M 3.81%
123,286
-6,498
5
$10.8M 3.1%
221,259
+59,729
6
$10.7M 3.09%
367,280
-235,106
7
$8.54M 2.46%
+84,108
8
$6.43M 1.85%
206,784
+20,284
9
$5.2M 1.5%
14,221
-105
10
$4.93M 1.42%
585,462
+22,134
11
$4.82M 1.39%
45,911
-1,655
12
$4.58M 1.32%
119,618
-16,898
13
$4.18M 1.2%
151,778
+8,060
14
$4.16M 1.2%
34,979
+882
15
$4.06M 1.17%
66,955
+3,521
16
$4.05M 1.17%
267,830
+17,814
17
$4.01M 1.16%
128,385
+4,045
18
$3.77M 1.08%
37,457
-1,357
19
$3.76M 1.08%
87,210
-5,135
20
$3.61M 1.04%
74,318
+2,541
21
$3.46M 1%
42,184
-1,339
22
$3.29M 0.95%
56,156
+313
23
$3.21M 0.92%
78,452
-9,305
24
$3.2M 0.92%
125,278
+7,457
25
$3.02M 0.87%
28,773
-544
1
2 3 4 5