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
$512M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$4.02M
3
+$2.42M
4
AVGO icon
Broadcom
AVGO
+$1.59M
5
CCL icon
Carnival Corp
CCL
+$1.09M

Top Sells

1
+$15.3M
2
+$7.45M
3
+$2.6M
4
CA
CA, Inc.
CA
+$1.05M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.01M

Sector Composition

1 Technology 11.56%
2 Healthcare 9.33%
3 Financials 8.85%
4 Consumer Discretionary 6.07%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.7M 9.52%
623,446
-95,307
2
$33.3M 6.5%
1,984,898
+998,042
3
$30.5M 5.96%
607,132
+79,975
4
$23M 4.5%
458,769
+972
5
$14.8M 2.89%
261,908
+16,728
6
$13.5M 2.64%
1,154,004
+68,124
7
$11.7M 2.28%
605,397
+26,268
8
$11.5M 2.25%
100,620
-4,489
9
$10.9M 2.13%
72,707
-6,727
10
$9.82M 1.92%
303,784
-473,846
11
$9.38M 1.83%
364,740
+26,547
12
$9.19M 1.8%
81,448
-661
13
$8.52M 1.66%
56,779
-1,302
14
$8.49M 1.66%
445,672
+56,628
15
$8.07M 1.58%
135,240
+3,020
16
$8.04M 1.57%
58,224
-3,205
17
$7.55M 1.48%
16,028
+218
18
$7.09M 1.39%
19,079
-676
19
$6.98M 1.36%
59,695
-777
20
$6.31M 1.23%
23,729
+1,025
21
$6.3M 1.23%
133,327
-1,958
22
$6.06M 1.18%
60,500
+1,340
23
$5.98M 1.17%
28,878
+253
24
$5.2M 1.02%
31,595
+1,133
25
$5.02M 0.98%
28,239
+3,429
1
2 3 4 5