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
$358M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.71M
3
+$1.86M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$908K
5
BA icon
Boeing
BA
+$667K

Top Sells

1
+$6.97M
2
+$3.92M
3
+$2.66M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.2M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.46M

Sector Composition

1 Technology 11.44%
2 Financials 9.58%
3 Healthcare 9.29%
4 Industrials 6.84%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.8M 10.57%
758,103
+37,297
2
$16.4M 4.59%
604,373
+283,772
3
$13.6M 3.8%
130,390
+2,705
4
$12.1M 3.38%
+241,465
5
$12M 3.35%
533,973
-98,314
6
$11.8M 3.3%
128,838
-42,770
7
$7.2M 2.01%
273,448
+14,624
8
$6.2M 1.73%
122,953
-138,142
9
$5.74M 1.6%
38,435
+955
10
$5.56M 1.55%
128,040
-61,364
11
$5.2M 1.45%
635,562
+11,508
12
$5.16M 1.44%
78,120
+4,594
13
$5.08M 1.42%
48,340
+1,510
14
$4.93M 1.38%
143,246
+5,628
15
$4.91M 1.37%
180,633
+12,495
16
$4.61M 1.29%
13,525
-155
17
$4.58M 1.28%
59,028
+4,917
18
$4.26M 1.19%
101,922
-3,652
19
$4.13M 1.16%
40,215
-630
20
$3.78M 1.06%
68,059
-545
21
$3.67M 1.03%
61,995
+1,995
22
$3.65M 1.02%
78,942
+1,002
23
$3.48M 0.97%
44,663
+7,976
24
$3.32M 0.93%
87,460
+23,920
25
$3.3M 0.92%
247,011
+6,969
1
2 3 4 5