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
$516M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$2.02M
3
+$1.74M
4
AMD icon
Advanced Micro Devices
AMD
+$1.67M
5
DHR icon
Danaher
DHR
+$1.36M

Top Sells

1
+$6.09M
2
+$3.4M
3
+$1.67M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.37M
5
UNH icon
UnitedHealth
UNH
+$1.28M

Sector Composition

1 Technology 16.99%
2 Healthcare 10.19%
3 Financials 7.5%
4 Consumer Discretionary 7.34%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.7M 5.95%
1,050,123
-116,518
2
$28.1M 5.45%
378,697
-18,427
3
$20.8M 4.04%
469,996
+29,846
4
$20.7M 4.02%
149,889
+882
5
$18.9M 3.67%
939,099
+86,232
6
$17.1M 3.32%
1,224,033
+63,414
7
$16.1M 3.12%
513,695
+459,189
8
$16M 3.11%
68,791
+1,852
9
$12.5M 2.42%
24,764
-2,537
10
$12.4M 2.41%
883,000
-17,610
11
$12.1M 2.34%
125,545
+2,985
12
$11.5M 2.23%
48,006
-410
13
$11.2M 2.18%
99,302
+3,519
14
$10.8M 2.09%
196,586
+6,467
15
$10.6M 2.05%
213,793
-123,361
16
$10.3M 2%
232,280
+8,500
17
$9.53M 1.85%
53,652
+1,760
18
$9.28M 1.8%
135,285
+9,923
19
$8.98M 1.74%
144,573
+4,775
20
$8.78M 1.7%
15,963
+2,269
21
$8.52M 1.65%
51,005
+2,949
22
$8.49M 1.65%
41,908
+5,321
23
$8.19M 1.59%
84,658
+2,901
24
$8.15M 1.58%
431,476
+21,886
25
$8M 1.55%
59,639
-2,186
1
2 3 4 5