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
$398M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$2.13M
3
+$994K
4
PSX icon
Phillips 66
PSX
+$892K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$805K

Top Sells

1
+$11.5M
2
+$7.52M
3
+$7.06M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.66M
5
AAPL icon
Apple
AAPL
+$3.56M

Sector Composition

1 Technology 13.68%
2 Healthcare 9.39%
3 Financials 8.12%
4 Communication Services 6.18%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.6M 10.47%
526,272
-89,290
2
$26.6M 6.69%
539,195
-152,428
3
$17.2M 4.34%
1,334,556
-886,422
4
$14.2M 3.58%
293,355
-58,480
5
$13M 3.26%
203,892
-56,072
6
$12.4M 3.11%
78,390
-17,412
7
$11.8M 2.98%
288,873
+199,646
8
$11.2M 2.81%
1,109,592
-254,346
9
$10.8M 2.72%
770,712
-57,732
10
$8.19M 2.06%
140,940
-16,940
11
$8.03M 2.02%
265,322
-154,053
12
$7.53M 1.89%
157,523
-30,590
13
$7.45M 1.87%
46,217
-6,586
14
$6.92M 1.74%
70,940
-7,920
15
$6.6M 1.66%
26,473
-2,959
16
$6.57M 1.65%
43,474
-2,963
17
$6.5M 1.63%
145,529
-18,417
18
$6.42M 1.62%
71,349
-12,315
19
$6.04M 1.52%
13,720
-3,032
20
$5.95M 1.5%
35,658
-3,142
21
$5.93M 1.49%
41,190
-4,368
22
$5.86M 1.47%
74,208
-3,108
23
$5.67M 1.43%
58,692
-3,680
24
$5.51M 1.39%
33,092
-4,377
25
$5.21M 1.31%
219,610
-4,030
1
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