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
$539M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$1.84M
3
+$1.8M
4
AZN icon
AstraZeneca
AZN
+$1.73M
5
TSM icon
TSMC
TSM
+$1.2M

Top Sells

1
+$2.51M
2
+$1.84M
3
+$1.83M
4
AMGN icon
Amgen
AMGN
+$1.72M
5
ABBV icon
AbbVie
ABBV
+$1.06M

Sector Composition

1 Technology 12.31%
2 Financials 8.62%
3 Healthcare 8.49%
4 Industrials 5.94%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.8M 8.5%
564,718
+66,325
2
$36.5M 6.78%
2,292,104
-48,962
3
$32.1M 5.96%
636,780
-36,300
4
$19.1M 3.54%
378,885
-49,860
5
$16.1M 2.99%
1,360,506
+12,402
6
$15.2M 2.83%
808,869
+47,862
7
$15M 2.79%
268,148
-64
8
$13.5M 2.51%
97,164
-1,306
9
$12.2M 2.27%
396,562
+59,644
10
$9.84M 1.83%
83,632
-1,109
11
$9.34M 1.73%
153,160
+3,200
12
$9.2M 1.71%
366,100
+3,854
13
$8.98M 1.67%
52,236
-812
14
$8.55M 1.59%
183,899
+25,804
15
$8.25M 1.53%
473,396
+10,508
16
$7.98M 1.48%
36,879
+195
17
$7.88M 1.46%
60,485
-19
18
$7.63M 1.42%
20,051
+203
19
$7.51M 1.4%
47,284
-428
20
$7.5M 1.39%
16,840
+237
21
$7.21M 1.34%
47,742
-1,597
22
$7.09M 1.32%
30,542
-1,180
23
$6.62M 1.23%
37,197
+544
24
$6.4M 1.19%
143,585
+38,852
25
$6.38M 1.18%
42,952
+1,980
1
2 3 4 5