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
$747M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$10.7M
3
+$5.4M
4
CPAY icon
Corpay
CPAY
+$4.04M
5
AXP icon
American Express
AXP
+$1.65M

Top Sells

1
+$6.78M
2
+$4.66M
3
+$2.62M
4
GLW icon
Corning
GLW
+$1.79M
5
V icon
Visa
V
+$1.37M

Sector Composition

1 Technology 21.91%
2 Healthcare 8.67%
3 Financials 6.95%
4 Consumer Discretionary 6.41%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.7M 9.06%
2,060,713
+324,504
2
$35.2M 4.71%
300,463
+144,597
3
$34.6M 4.64%
179,882
+28,031
4
$30.9M 4.14%
550,268
+18,362
5
$30.5M 4.08%
1,024,359
-156,546
6
$29.8M 3.99%
1,607,181
+21,711
7
$27.1M 3.63%
1,080,582
-25,428
8
$24.8M 3.32%
65,934
-3,134
9
$18.2M 2.44%
129,136
-2,728
10
$18.1M 2.43%
162,470
-23,510
11
$16.5M 2.2%
890,288
+8,318
12
$15.9M 2.13%
104,623
-2,081
13
$15.4M 2.06%
104,321
+10,442
14
$14.5M 1.93%
138,945
-355
15
$13.6M 1.82%
201,513
+1,906
16
$13.1M 1.76%
24,946
-331
17
$13M 1.74%
62,129
+598
18
$13M 1.74%
49,276
-258
19
$12.9M 1.72%
15,857
-385
20
$12.1M 1.62%
40,297
-718
21
$11.6M 1.56%
44,747
-5,270
22
$11.6M 1.56%
124,094
-7,676
23
$11.6M 1.55%
489,016
+12,608
24
$10.4M 1.39%
64,617
+1,990
25
$10.3M 1.38%
63,489
-3,648
1
2 3 4 5