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
1
$25.7M 7.18%
512,333
+65,517
2
$19.6M 5.49%
823,501
-30,914
3
$15.9M 4.44%
313,455
+12,450
4
$15.7M 4.39%
156,497
+72,389
5
$14M 3.92%
130,669
+7,383
6
$13.2M 3.68%
268,530
+47,271
7
$7.42M 2.08%
235,408
+28,624
8
$5.3M 1.48%
46,383
+472
9
$5.09M 1.42%
596,418
+10,956
10
$4.96M 1.39%
14,220
-1
11
$4.72M 1.32%
163,143
-204,137
12
$4.71M 1.32%
69,116
+2,161
13
$4.64M 1.3%
36,161
+1,182
14
$4.48M 1.25%
161,927
+10,149
15
$4.35M 1.22%
282,716
+14,886
16
$4.1M 1.15%
134,087
+5,702
17
$4.04M 1.13%
111,294
-8,324
18
$3.99M 1.12%
58,646
+2,490
19
$3.63M 1.02%
37,074
-383
20
$3.56M 1%
76,066
+1,748
21
$3.52M 0.98%
86,825
-385
22
$3.47M 0.97%
44,153
+1,969
23
$3.08M 0.86%
116,569
-8,709
24
$3.06M 0.86%
45,377
+2,547
25
$3.05M 0.85%
68,698
+88
1
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