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
$509M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.2M
3
+$2.09M
4
TSM icon
TSMC
TSM
+$1.82M
5
AZN icon
AstraZeneca
AZN
+$1.25M

Top Sells

1
+$2.39M
2
+$2.35M
3
+$1.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.25M
5
BIIB icon
Biogen
BIIB
+$1.17M

Sector Composition

1 Technology 12.19%
2 Healthcare 9.41%
3 Financials 8.53%
4 Consumer Discretionary 5.92%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.9M 8.42%
537,472
-14,172
2
$38.4M 7.53%
762,721
+93,802
3
$36.1M 7.1%
2,308,952
+133,800
4
$22.5M 4.42%
447,428
-1,666
5
$14M 2.75%
1,232,076
+16,722
6
$12.7M 2.49%
266,984
+2,896
7
$12.5M 2.46%
679,401
+43,257
8
$11.9M 2.34%
100,863
-881
9
$9.64M 1.89%
66,591
+50
10
$9.05M 1.78%
347,883
-10,144
11
$8.61M 1.69%
146,700
+6,440
12
$8.53M 1.67%
54,578
-913
13
$8.46M 1.66%
83,574
+1,052
14
$7.88M 1.55%
450,456
+29,896
15
$7.07M 1.39%
18,540
+156
16
$7.01M 1.38%
16,412
+259
17
$6.79M 1.33%
34,399
+3,769
18
$6.74M 1.32%
60,678
+678
19
$6.65M 1.31%
47,580
-8,918
20
$6.36M 1.25%
33,119
+3,682
21
$6.3M 1.24%
25,470
+1,183
22
$5.95M 1.17%
66,800
+7,220
23
$5.65M 1.11%
33,889
+1,652
24
$5.63M 1.11%
54,185
+498
25
$5.63M 1.11%
47,146
+5,065
1
2 3 4 5