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
$391M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$962K
3
+$904K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$591K
5
LOW icon
Lowe's Companies
LOW
+$542K

Top Sells

1
+$6.41M
2
+$2.01M
3
+$1.76M
4
LMT icon
Lockheed Martin
LMT
+$1.07M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$714K

Sector Composition

1 Technology 11.61%
2 Healthcare 9.53%
3 Financials 9.34%
4 Consumer Staples 6.66%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31M 7.92%
617,293
-127,647
2
$27.7M 7.08%
344,197
+160,566
3
$25M 6.4%
948,870
+22,392
4
$20.2M 5.15%
401,880
+8,775
5
$14.6M 3.72%
130,831
+323
6
$7.46M 1.9%
263,832
-23,116
7
$6.7M 1.71%
116,327
+3,759
8
$6.34M 1.62%
95,187
+1,442
9
$6.3M 1.61%
44,390
+847
10
$6.05M 1.55%
51,219
+94
11
$5.96M 1.52%
158,088
+3,973
12
$5.95M 1.52%
681,792
-12,858
13
$5.92M 1.51%
186,652
-2,111
14
$5.46M 1.39%
15,055
+554
15
$5.41M 1.38%
65,423
+92
16
$4.94M 1.26%
53,158
+1,581
17
$4.82M 1.23%
124,020
+5,620
18
$4.61M 1.18%
52,854
+2,743
19
$4.36M 1.11%
83,891
+2,048
20
$4.21M 1.08%
66,697
-490
21
$3.99M 1.02%
44,795
+2,021
22
$3.9M 1%
40,168
+5,452
23
$3.77M 0.96%
58,627
+3,825
24
$3.74M 0.96%
121,977
-1,336
25
$3.73M 0.95%
28,303
+6,859
1
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