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
$529M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$2.83M
3
+$2.04M
4
AZN icon
AstraZeneca
AZN
+$1.93M
5
NTAP icon
NetApp
NTAP
+$1.76M

Top Sells

1
+$4.52M
2
+$3.15M
3
+$2.59M
4
ABBV icon
AbbVie
ABBV
+$1.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.77M

Sector Composition

1 Technology 12%
2 Financials 9.02%
3 Healthcare 8.97%
4 Consumer Discretionary 5.95%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.2M 7.6%
498,393
-39,079
2
$37.6M 7.1%
2,341,066
+32,114
3
$33.9M 6.41%
673,080
-89,641
4
$21.6M 4.08%
428,745
-18,683
5
$15.8M 3%
1,348,104
+116,028
6
$14.5M 2.74%
761,007
+81,606
7
$13.3M 2.51%
268,212
+1,228
8
$13.2M 2.49%
98,470
-2,393
9
$10.4M 1.96%
+336,918
10
$9.51M 1.8%
362,246
+14,363
11
$9.47M 1.79%
84,741
+1,167
12
$9.21M 1.74%
53,048
-1,530
13
$8.45M 1.6%
60,504
-174
14
$8.27M 1.56%
462,888
+12,432
15
$8.11M 1.53%
149,960
+3,260
16
$7.79M 1.47%
16,603
+191
17
$7.54M 1.43%
36,684
+2,285
18
$7.41M 1.4%
49,339
-17,252
19
$7.22M 1.37%
19,848
+1,308
20
$7.07M 1.34%
36,653
+2,764
21
$6.7M 1.27%
27,463
+1,993
22
$6.66M 1.26%
70,340
+3,540
23
$6.6M 1.25%
31,722
-1,397
24
$6.45M 1.22%
47,712
+566
25
$6.22M 1.18%
40,972
+6,425
1
2 3 4 5