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
$493M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$15.6M
3
+$3.66M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.81M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.66M

Top Sells

1
+$22.4M
2
+$12.2M
3
+$3.81M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.3M
5
GE icon
GE Aerospace
GE
+$1.25M

Sector Composition

1 Technology 11.13%
2 Healthcare 8.92%
3 Financials 8.91%
4 Consumer Discretionary 5.88%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.1M 11.39%
718,753
-3,769
2
$26.5M 5.38%
+527,157
3
$24.4M 4.96%
777,630
-388,573
4
$23M 4.66%
457,797
+19,906
5
$16.3M 3.31%
986,856
+946,734
6
$11.9M 2.42%
1,085,880
+61,134
7
$11.3M 2.3%
245,180
-2,008
8
$11.2M 2.26%
79,434
-16,360
9
$10.6M 2.15%
579,129
+64,446
10
$10.4M 2.1%
105,109
-4,516
11
$8.76M 1.78%
338,193
+102,628
12
$8.56M 1.74%
82,109
-1,000
13
$7.89M 1.6%
15,810
+358
14
$7.69M 1.56%
58,081
-1,259
15
$7.45M 1.51%
61,429
+271
16
$7.38M 1.5%
132,220
+140
17
$7.16M 1.45%
389,044
+35,480
18
$6.72M 1.37%
135,285
-5,828
19
$6.63M 1.35%
19,755
-1,114
20
$6.34M 1.29%
60,472
-351
21
$5.92M 1.2%
30,462
+167
22
$5.58M 1.13%
28,625
+18,747
23
$5.57M 1.13%
22,704
+4,661
24
$5.05M 1.02%
32,207
-418
25
$5.03M 1.02%
59,160
+5,300
1
2 3 4 5