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
$609M
AUM Growth
-$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.11M
3
+$1.11M
4
AES icon
AES
AES
+$1.1M
5
QSR icon
Restaurant Brands International
QSR
+$1.05M

Top Sells

1
+$1.39M
2
+$1.27M
3
+$1.1M
4
AVGO icon
Broadcom
AVGO
+$1.02M
5
UNH icon
UnitedHealth
UNH
+$865K

Sector Composition

1 Technology 18.61%
2 Healthcare 9.99%
3 Financials 7.66%
4 Consumer Discretionary 7.45%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.1M 5.92%
1,197,271
-18,811
2
$32.7M 5.37%
419,266
-17,860
3
$26.6M 4.36%
461,924
+3,695
4
$26.3M 4.31%
150,373
-4,706
5
$22.9M 3.75%
903,672
+5,250
6
$20.4M 3.35%
66,260
-482
7
$20M 3.27%
1,121,553
+22,029
8
$18.1M 2.97%
363,364
-25,542
9
$17.1M 2.81%
122,580
-620
10
$15.4M 2.52%
836,162
+12,296
11
$14.9M 2.45%
91,660
+3,140
12
$14.7M 2.41%
28,799
-1,697
13
$14.4M 2.37%
229,320
-16,270
14
$12.9M 2.12%
194,775
+2,131
15
$12.8M 2.1%
123,038
+2,259
16
$11.4M 1.87%
51,383
-945
17
$10.7M 1.76%
48,103
+862
18
$10.3M 1.69%
435,152
+14,872
19
$10M 1.64%
40,232
-4,436
20
$9.76M 1.6%
82,428
-2,075
21
$9.59M 1.57%
45,161
+750
22
$9.52M 1.56%
69,827
-3,105
23
$9.24M 1.52%
47,496
+2,041
24
$9.19M 1.51%
34,390
-207
25
$9.16M 1.5%
11,991
+779
1
2 3 4 5