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
$403M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$1.07M
3
+$981K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$639K
5
MCD icon
McDonald's
MCD
+$595K

Top Sells

1
+$4.83M
2
+$1.9M
3
+$1.01M
4
CTSH icon
Cognizant
CTSH
+$612K
5
AFL icon
Aflac
AFL
+$591K

Sector Composition

1 Technology 11.15%
2 Financials 10%
3 Healthcare 8.49%
4 Industrials 6.92%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.4M 8.53%
433,337
+89,140
2
$26.5M 6.58%
945,265
-3,605
3
$26.1M 6.47%
520,830
-96,463
4
$21.1M 5.24%
421,431
+19,551
5
$14.7M 3.63%
127,091
-3,740
6
$8.31M 2.06%
96,304
+1,117
7
$7.54M 1.87%
260,216
-3,616
8
$7.2M 1.79%
115,822
-505
9
$6.85M 1.7%
45,218
+828
10
$6.61M 1.64%
63,427
+10,269
11
$6.37M 1.58%
704,880
+23,088
12
$6M 1.49%
52,074
+855
13
$5.79M 1.44%
159,674
+1,586
14
$5.77M 1.43%
15,161
+106
15
$5.57M 1.38%
184,338
-2,314
16
$5.09M 1.26%
65,237
-186
17
$5M 1.24%
55,431
+2,577
18
$4.86M 1.2%
125,800
+1,780
19
$4.63M 1.15%
29,774
+1,471
20
$4.48M 1.11%
83,930
+39
21
$4.23M 1.05%
58,190
-437
22
$4.18M 1.04%
34,358
+4,886
23
$4.07M 1.01%
41,435
+1,267
24
$3.87M 0.96%
120,463
-1,514
25
$3.8M 0.94%
60,667
-6,030
1
2 3 4 5