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
$458M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$4.18M
3
+$3.04M
4
ADBE icon
Adobe
ADBE
+$1.48M
5
AVGO icon
Broadcom
AVGO
+$1.4M

Top Sells

1
+$9.15M
2
+$4.27M
3
+$4.27M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$3.62M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.18M

Sector Composition

1 Technology 16.3%
2 Healthcare 9.67%
3 Financials 8.55%
4 Communication Services 6.93%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.3M 7.49%
415,545
-110,727
2
$34.1M 7.45%
676,790
+137,595
3
$17.9M 3.91%
376,772
+87,899
4
$17.5M 3.82%
192,172
-11,720
5
$15.6M 3.4%
1,047,692
-286,864
6
$14.9M 3.26%
73,441
-4,949
7
$13.8M 3.01%
786,513
+15,801
8
$13.7M 2.99%
1,119,954
+10,362
9
$10.4M 2.27%
207,877
-85,478
10
$10.2M 2.22%
144,240
+3,300
11
$9.84M 2.15%
173,391
+15,868
12
$9.83M 2.15%
71,280
+340
13
$8.73M 1.9%
45,193
-1,024
14
$8.71M 1.9%
50,015
+2,061
15
$8.71M 1.9%
164,730
+19,201
16
$8.7M 1.9%
38,307
+2,649
17
$8.51M 1.86%
45,434
+4,244
18
$8.33M 1.82%
263,880
+44,270
19
$8.29M 1.81%
28,106
+1,633
20
$8.16M 1.78%
260,423
-4,899
21
$7.98M 1.74%
14,660
+940
22
$7.68M 1.68%
40,339
-3,135
23
$7.35M 1.6%
80,411
+6,203
24
$6.96M 1.52%
426,064
+22,568
25
$6.95M 1.52%
73,896
+2,547
1
2 3 4 5