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
$574M
AUM Growth
+$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$4.04M
3
+$3.37M
4
DHR icon
Danaher
DHR
+$1.99M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.77M

Top Sells

1
+$6.02M
2
+$5.31M
3
+$4.98M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.43M
5
LHX icon
L3Harris
LHX
+$1.98M

Sector Composition

1 Technology 16.83%
2 Healthcare 10.87%
3 Financials 8.04%
4 Consumer Discretionary 7.01%
5 Consumer Staples 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.6M 5.86%
1,056,770
+543,075
2
$31.6M 5.5%
1,076,193
+26,070
3
$23.8M 4.15%
474,962
+4,966
4
$23.2M 4.03%
308,119
-70,578
5
$22.3M 3.89%
1,494,417
+270,384
6
$22.3M 3.88%
1,020,219
+81,120
7
$19.8M 3.45%
152,342
+2,453
8
$17.2M 3%
71,774
+2,983
9
$14.5M 2.52%
898,208
+15,208
10
$13.5M 2.35%
198,799
+2,213
11
$12.9M 2.25%
230,710
-1,570
12
$12.7M 2.21%
23,938
-826
13
$11.8M 2.06%
16,670
+707
14
$11.6M 2.03%
54,310
+3,305
15
$11.6M 2.02%
130,768
+5,223
16
$11.4M 1.99%
143,682
-891
17
$11.4M 1.99%
46,393
-1,613
18
$11.4M 1.98%
54,866
+1,214
19
$11.2M 1.95%
45,876
+3,968
20
$11M 1.91%
147,570
+12,285
21
$9.65M 1.68%
29,132
+80
22
$9.27M 1.61%
84,444
-214
23
$9M 1.57%
444,364
+12,888
24
$8.73M 1.52%
103,924
+4,622
25
$7.97M 1.39%
56,958
-2,681
1
2 3 4 5