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
$656M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$8.65M
3
+$3.98M
4
ACN icon
Accenture
ACN
+$2.11M
5
CPAY icon
Corpay
CPAY
+$1.39M

Top Sells

1
+$7.95M
2
+$6.02M
3
+$2.77M
4
AVGO icon
Broadcom
AVGO
+$1.92M
5
JPM icon
JPMorgan Chase
JPM
+$1.41M

Sector Composition

1 Technology 20.3%
2 Healthcare 9.51%
3 Financials 7.08%
4 Consumer Discretionary 6.6%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.6M 8.32%
1,736,209
+274,963
2
$34.6M 5.28%
1,180,905
-94,532
3
$27.6M 4.2%
531,906
+24,713
4
$26.3M 4.01%
1,585,470
+30,198
5
$26M 3.96%
151,851
-2,238
6
$25M 3.8%
1,106,010
-14,340
7
$21.8M 3.32%
69,068
-2,803
8
$17.6M 2.69%
+155,866
9
$17.4M 2.65%
131,864
-1,810
10
$16M 2.44%
212,696
-105,799
11
$15.4M 2.35%
185,980
-23,060
12
$15M 2.28%
881,970
+12,234
13
$13.6M 2.07%
106,704
-2,398
14
$13.5M 2.06%
199,607
+3,312
15
$12.7M 1.94%
25,277
+361
16
$12.1M 1.84%
139,300
-1,279
17
$11.7M 1.78%
131,770
-2,785
18
$11.5M 1.75%
50,017
-2,868
19
$11.4M 1.73%
61,531
+3,967
20
$11.2M 1.71%
41,015
-1,809
21
$10.5M 1.6%
16,242
-587
22
$10M 1.53%
49,534
+1,047
23
$9.87M 1.5%
476,408
+10,300
24
$9.75M 1.49%
26,229
+784
25
$9.65M 1.47%
93,879
+8,890
1
2 3 4 5