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
$433M
AUM Growth
+$6.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$2.08M
3
+$1.75M
4
NWL icon
Newell Brands
NWL
+$1.5M
5
UNH icon
UnitedHealth
UNH
+$1.46M

Top Sells

1
+$2.93M
2
+$2.36M
3
+$1.39M
4
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$1.34M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.29M

Sector Composition

1 Technology 10.45%
2 Financials 9.84%
3 Healthcare 9.4%
4 Industrials 6.41%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.9M 11.04%
597,865
+92,241
2
$30M 6.93%
1,000,107
-6,366
3
$23.3M 5.38%
463,321
-26,726
4
$22.3M 5.14%
443,314
-5,712
5
$14M 3.23%
112,614
-10,330
6
$8.78M 2.03%
243,852
-3,788
7
$8.51M 1.96%
873,504
+145,140
8
$7.9M 1.82%
86,397
-6,620
9
$7.75M 1.79%
58,612
+5,352
10
$7.59M 1.75%
110,070
-5,254
11
$6.61M 1.53%
15,658
-224
12
$6.4M 1.48%
60,198
-2,485
13
$5.89M 1.36%
45,541
-803
14
$5.87M 1.35%
62,588
-2,911
15
$5.86M 1.35%
29,646
-688
16
$5.71M 1.32%
125,600
-3,980
17
$5.06M 1.17%
150,068
-6,176
18
$4.93M 1.14%
32,197
-1,448
19
$4.46M 1.03%
277,737
+48,633
20
$4.32M 1%
38,263
-1,385
21
$4.26M 0.98%
52,782
-3,882
22
$4.13M 0.95%
129,519
+10,237
23
$4.05M 0.93%
52,081
-2,560
24
$3.68M 0.85%
21,348
-65
25
$3.66M 0.84%
46,857
+3,204
1
2 3 4 5