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
$594M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$2.44M
3
+$2.14M
4
TJX icon
TJX Companies
TJX
+$1.13M
5
AMZN icon
Amazon
AMZN
+$1.1M

Top Sells

1
+$2.15M
2
+$1.58M
3
+$1.28M
4
EL icon
Estee Lauder
EL
+$1.08M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$818K

Sector Composition

1 Technology 16.69%
2 Healthcare 8.91%
3 Financials 8.54%
4 Communication Services 7.62%
5 Consumer Discretionary 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.8M 7.05%
1,336,270
+119,001
2
$37.6M 6.34%
456,107
+7,399
3
$30M 5.05%
594,358
+42,427
4
$24.7M 4.17%
407,450
+16,623
5
$19.9M 3.36%
163,223
-3,177
6
$19.9M 3.34%
800,184
+3,777
7
$18.3M 3.08%
1,135,332
-50,760
8
$16.9M 2.84%
71,620
-80
9
$16.9M 2.84%
896,062
-21,424
10
$14.7M 2.48%
124,423
-18,182
11
$13.7M 2.3%
132,020
-5,140
12
$12.2M 2.06%
264,080
-5,580
13
$12M 2.02%
77,640
+7,100
14
$11.4M 1.92%
61,770
-2,348
15
$11.4M 1.92%
74,729
-968
16
$11.2M 1.89%
38,118
+630
17
$11.1M 1.87%
29,785
+370
18
$10.4M 1.75%
13,755
+195
19
$10.2M 1.72%
48,340
+1,358
20
$9.97M 1.68%
83,213
-438
21
$9.85M 1.66%
40,562
-1,086
22
$9.78M 1.65%
392,424
-19,616
23
$9.56M 1.61%
45,123
+813
24
$8.85M 1.49%
178,051
+1,942
25
$8.82M 1.49%
40,641
+1,333
1
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