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
$366M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$6.03M
3
+$5.65M
4
DLR icon
Digital Realty Trust
DLR
+$1.93M
5
MSFT icon
Microsoft
MSFT
+$1.86M

Top Sells

1
+$8.07M
2
+$3.9M
3
+$3.09M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.14M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.5M

Sector Composition

1 Technology 11.71%
2 Financials 9.27%
3 Healthcare 9.16%
4 Consumer Staples 6.99%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.5M 10.25%
752,732
-5,371
2
$21.5M 5.86%
840,331
+235,958
3
$17.7M 4.84%
354,340
+112,875
4
$14M 3.81%
133,116
+2,726
5
$9.04M 2.47%
397,789
-136,184
6
$8.69M 2.37%
+108,584
7
$7.97M 2.18%
292,532
+19,084
8
$6.21M 1.69%
40,756
+2,321
9
$5.62M 1.53%
101,693
+33,634
10
$5.62M 1.53%
683,706
+48,144
11
$5.16M 1.41%
87,059
+8,939
12
$5.1M 1.39%
178,995
-1,638
13
$5.09M 1.39%
47,039
+6,824
14
$4.91M 1.34%
64,157
+5,129
15
$4.83M 1.32%
48,594
+254
16
$4.61M 1.26%
142,476
-770
17
$4.59M 1.25%
13,467
-58
18
$4.36M 1.19%
80,588
+1,646
19
$4.19M 1.14%
40,353
+8,114
20
$4.18M 1.14%
49,953
+5,290
21
$4.17M 1.14%
111,840
+24,380
22
$3.9M 1.07%
41,999
-86,839
23
$3.81M 1.04%
66,724
+4,729
24
$3.78M 1.03%
98,776
-3,146
25
$3.39M 0.92%
78,496
-49,544
1
2 3 4 5