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
$427M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$2.39M
3
+$1.81M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.39M
5
PRU icon
Prudential Financial
PRU
+$1.06M

Top Sells

1
+$2.38M
2
+$1.55M
3
+$1.35M
4
CSCO icon
Cisco
CSCO
+$967K
5
ADM icon
Archer Daniels Midland
ADM
+$711K

Sector Composition

1 Technology 10.94%
2 Financials 9.76%
3 Healthcare 8.66%
4 Industrials 6.57%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.3M 9.44%
505,624
+72,287
2
$29.8M 6.97%
1,006,473
+61,208
3
$24.6M 5.76%
490,047
-30,783
4
$22.6M 5.28%
449,026
+27,595
5
$14.9M 3.49%
122,944
-4,147
6
$8.89M 2.08%
247,640
-12,576
7
$8.17M 1.91%
93,017
-3,287
8
$7.59M 1.78%
115,324
-498
9
$7.11M 1.66%
62,683
-744
10
$6.93M 1.62%
728,364
+23,484
11
$6.63M 1.55%
53,260
+1,186
12
$6.62M 1.55%
46,344
+1,126
13
$6.09M 1.43%
15,882
+721
14
$5.82M 1.36%
65,499
+262
15
$5.64M 1.32%
156,244
-3,430
16
$5.38M 1.26%
129,580
+3,780
17
$5.37M 1.26%
30,334
+560
18
$5.26M 1.23%
155,737
-28,601
19
$4.65M 1.09%
56,664
+1,233
20
$4.48M 1.05%
54,641
-3,549
21
$4.36M 1.02%
33,645
-713
22
$4.22M 0.99%
39,648
-1,787
23
$3.94M 0.92%
125,706
+5,243
24
$3.87M 0.91%
119,282
+9,841
25
$3.86M 0.9%
79,183
-4,747
1
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