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
$816M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$3.4M
3
+$2.66M
4
ACM icon
Aecom
ACM
+$2.6M
5
NVDA icon
NVIDIA
NVDA
+$1.97M

Top Sells

1
+$4.38M
2
+$3.15M
3
+$2.81M
4
UNP icon
Union Pacific
UNP
+$1.94M
5
DPZ icon
Domino's
DPZ
+$1.64M

Sector Composition

1 Technology 22.09%
2 Healthcare 8.65%
3 Financials 7.07%
4 Consumer Discretionary 6.2%
5 Communication Services 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.2M 10.32%
2,575,619
+514,906
2
$35.4M 4.34%
305,590
+5,127
3
$33.9M 4.15%
1,138,581
+114,222
4
$33.1M 4.06%
564,414
+14,146
5
$33M 4.04%
1,620,327
+13,146
6
$32M 3.92%
186,336
+6,454
7
$29.3M 3.6%
1,080,750
+168
8
$26.9M 3.3%
64,030
-1,904
9
$19.9M 2.44%
130,722
+1,586
10
$19.3M 2.37%
107,144
+2,521
11
$18.7M 2.29%
141,240
-21,230
12
$18.5M 2.27%
135,957
-2,988
13
$17.5M 2.15%
897,130
+6,842
14
$17.3M 2.12%
95,730
-8,591
15
$14.5M 1.77%
48,074
-1,202
16
$14.1M 1.73%
208,222
+6,709
17
$14.1M 1.73%
39,410
-887
18
$13.2M 1.62%
15,841
-16
19
$13.1M 1.6%
63,720
+1,591
20
$12.5M 1.53%
25,283
+337
21
$12.2M 1.5%
496,748
+7,732
22
$12.1M 1.48%
43,290
-1,457
23
$12.1M 1.48%
58,551
-4,938
24
$11.1M 1.36%
27,925
+1,096
25
$10.7M 1.31%
65,426
+809
1
2 3 4 5