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
$534M
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.79M
3
+$1.78M
4
EG icon
Everest Group
EG
+$1.4M
5
PLD icon
Prologis
PLD
+$1.34M

Top Sells

1
+$1.69M
2
+$1.37M
3
+$1.3M
4
ADI icon
Analog Devices
ADI
+$1.15M
5
DLR icon
Digital Realty Trust
DLR
+$1.13M

Sector Composition

1 Technology 17.39%
2 Healthcare 10.46%
3 Financials 7.45%
4 Consumer Discretionary 7.01%
5 Communication Services 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.7M 6.5%
1,166,641
-30,630
2
$30.3M 5.67%
397,124
-22,142
3
$22M 4.12%
440,150
-21,774
4
$20.4M 3.82%
149,007
-1,366
5
$17.8M 3.34%
852,867
-50,805
6
$17.2M 3.22%
66,939
+679
7
$17.1M 3.2%
1,160,619
+39,066
8
$16.7M 3.13%
337,154
-26,210
9
$14.2M 2.65%
900,610
+64,448
10
$14M 2.63%
27,301
-1,498
11
$13.4M 2.51%
122,560
-20
12
$12.6M 2.35%
190,119
-4,656
13
$11.9M 2.23%
48,416
+313
14
$10.9M 2.04%
223,780
-5,540
15
$10.2M 1.92%
125,362
+2,324
16
$10.2M 1.91%
51,892
+509
17
$10.2M 1.91%
95,783
+4,123
18
$8.94M 1.67%
36,967
-3,265
19
$8.88M 1.66%
81,757
-671
20
$8.35M 1.56%
48,056
+560
21
$8.34M 1.56%
13,694
+1,703
22
$8.32M 1.56%
61,825
+101
23
$7.99M 1.5%
409,590
-25,562
24
$7.81M 1.46%
139,798
+312
25
$7.62M 1.43%
46,179
+1,018
1
2 3 4 5