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
$618M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.19M
3
+$1.11M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$736K
5
AMZN icon
Amazon
AMZN
+$733K

Top Sells

1
+$3.59M
2
+$1.79M
3
+$1.69M
4
EL icon
Estee Lauder
EL
+$1.1M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.07M

Sector Composition

1 Technology 17.1%
2 Healthcare 9.11%
3 Financials 8.61%
4 Communication Services 7.98%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40M 6.47%
1,279,049
-57,221
2
$37M 5.99%
447,861
-8,246
3
$26.4M 4.27%
523,212
-71,146
4
$26.2M 4.24%
413,541
+6,091
5
$22M 3.56%
160,767
-2,456
6
$21.6M 3.5%
828,411
+28,227
7
$19.4M 3.15%
1,119,084
-16,248
8
$18.9M 3.05%
69,616
-2,004
9
$16.6M 2.69%
841,954
-54,108
10
$15.6M 2.53%
124,760
-7,260
11
$14.3M 2.31%
118,749
-5,674
12
$14.1M 2.28%
81,900
+4,260
13
$13.1M 2.12%
37,652
-466
14
$12.2M 1.97%
255,120
-8,960
15
$11.9M 1.92%
29,607
-178
16
$11.5M 1.86%
39,369
-1,193
17
$11.4M 1.84%
48,621
+281
18
$11.2M 1.82%
72,290
-2,439
19
$11.1M 1.8%
45,485
+362
20
$10.9M 1.77%
182,774
+4,723
21
$10.7M 1.72%
60,619
-1,151
22
$10.3M 1.67%
11,822
-1,933
23
$10M 1.63%
385,828
-6,596
24
$9.8M 1.58%
45,328
+3,121
25
$9.66M 1.56%
44,659
+2,035
1
2 3 4 5