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
$568M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$2.98M
3
+$2.4M
4
TMUS icon
T-Mobile US
TMUS
+$2.37M
5
TTE icon
TotalEnergies
TTE
+$1.83M

Top Sells

1
+$24.9M
2
+$2.55M
3
+$1.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.38M
5
T icon
AT&T
T
+$1.01M

Sector Composition

1 Technology 17.22%
2 Healthcare 9.05%
3 Financials 8.37%
4 Communication Services 7.55%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.2M 6.73%
1,217,269
+939,469
2
$37.4M 6.58%
448,708
+35,821
3
$27.9M 4.92%
551,931
+47,413
4
$22.8M 4.02%
390,827
+8,818
5
$22.1M 3.89%
166,400
-14,120
6
$18.1M 3.19%
796,407
+270
7
$18M 3.17%
1,186,092
+17,586
8
$16.5M 2.91%
917,486
-76,536
9
$15.9M 2.81%
71,700
-561
10
$15.6M 2.74%
142,605
-23,358
11
$12M 2.12%
137,160
-9,180
12
$11.8M 2.08%
269,660
-3,050
13
$11.6M 2.05%
64,118
+668
14
$11.5M 2.02%
70,540
+420
15
$10.3M 1.82%
29,415
-38
16
$10.3M 1.81%
46,982
+899
17
$10.2M 1.8%
37,488
-627
18
$9.86M 1.74%
44,310
-860
19
$9.78M 1.72%
13,560
-768
20
$9.75M 1.72%
41,648
-4,104
21
$9.62M 1.69%
75,697
+342
22
$9.17M 1.62%
412,040
-13,968
23
$9.16M 1.61%
83,651
-573
24
$8.8M 1.55%
176,109
+3,530
25
$8.53M 1.5%
34,794
+11
1
2 3 4 5