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
$577M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$2.76M
3
+$1.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.04M
5
LLY icon
Eli Lilly
LLY
+$1.04M

Top Sells

1
+$2.91M
2
+$1.71M
3
+$1.36M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.2M
5
TRV icon
Travelers Companies
TRV
+$831K

Sector Composition

1 Technology 13.5%
2 Healthcare 8.9%
3 Financials 8.79%
4 Communication Services 5.86%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.9M 8.65%
615,562
+50,844
2
$37.3M 6.48%
2,220,978
-71,126
3
$34.8M 6.04%
691,623
+54,843
4
$19.1M 3.31%
259,964
-8,184
5
$17.7M 3.07%
351,835
-27,050
6
$17.5M 3.03%
1,363,938
+3,432
7
$16.6M 2.88%
828,444
+19,575
8
$15.1M 2.62%
95,802
-1,362
9
$12.9M 2.24%
419,375
+22,813
10
$11.7M 2.02%
83,664
+32
11
$10.9M 1.9%
188,113
+4,214
12
$10.6M 1.83%
157,880
+4,720
13
$10.2M 1.77%
373,482
+7,382
14
$9.92M 1.72%
52,803
+567
15
$9.07M 1.57%
479,660
+6,264
16
$9.02M 1.56%
62,372
+1,887
17
$8.65M 1.5%
29,432
+774
18
$8.42M 1.46%
16,752
-88
19
$8.17M 1.42%
163,946
+20,361
20
$7.96M 1.38%
38,800
+1,603
21
$7.87M 1.36%
37,469
+590
22
$7.41M 1.28%
45,558
+2,606
23
$7.29M 1.26%
78,860
+5,940
24
$7.29M 1.26%
44,524
-3,218
25
$7.24M 1.26%
46,437
-847
1
2 3 4 5