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
$377M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$2.15M
3
+$1.94M
4
DLR icon
Digital Realty Trust
DLR
+$1.41M
5
HSY icon
Hershey
HSY
+$693K

Top Sells

1
+$4.17M
2
+$2.06M
3
+$1.38M
4
ORCL icon
Oracle
ORCL
+$1.04M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$658K

Sector Composition

1 Technology 11.13%
2 Healthcare 9.72%
3 Financials 9.23%
4 Consumer Staples 7.18%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.3M 9.89%
744,940
-7,792
2
$23.2M 6.14%
926,478
+86,147
3
$19.7M 5.23%
393,105
+38,765
4
$14.8M 3.94%
183,631
+75,047
5
$14M 3.71%
130,508
-2,608
6
$6.86M 1.82%
286,948
-5,584
7
$6.57M 1.74%
43,543
+2,787
8
$6.2M 1.65%
51,125
+4,086
9
$5.83M 1.55%
93,745
+6,686
10
$5.82M 1.55%
694,650
+10,944
11
$5.76M 1.53%
112,568
+10,875
12
$5.42M 1.44%
188,763
+9,768
13
$5.05M 1.34%
154,115
+11,639
14
$5.04M 1.34%
51,577
+2,983
15
$4.97M 1.32%
216,245
-181,544
16
$4.97M 1.32%
14,501
+1,034
17
$4.85M 1.29%
65,331
+1,174
18
$4.7M 1.25%
50,111
+158
19
$4.57M 1.21%
81,843
+1,255
20
$4.16M 1.1%
67,187
+463
21
$4.1M 1.09%
118,400
+6,560
22
$4.09M 1.09%
42,774
+2,421
23
$4.02M 1.07%
123,313
+15,390
24
$3.78M 1%
34,716
+12,967
25
$3.45M 0.92%
93,775
-5,001
1
2 3 4 5