BCMO
Buckingham Capital Management (Ohio) Portfolio holdings
AUM
$872M
1-Year Return
18.49%
This Quarter Return
+6.03%
1 Year Return
+18.49%
3 Year Return
+26.3%
5 Year Return
+84.8%
10 Year Return
+177.8%
AUM
$671M
AUM Growth
+$45.9M
(+7.3%)
Cap. Flow
+$12.8M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
41.44%
Holding
117
New
4
Increased
56
Reduced
44
Closed
4
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$5.82M |
| 2 |
Accenture
ACN
|
$3.69M |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$2.19M |
| 4 |
RTX Corp
RTX
|
$1.47M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.03M |
Top Sells
| 1 |
Waste Management
WM
|
$1.65M |
| 2 |
Adobe
ADBE
|
$1.56M |
| 3 |
Broadcom
AVGO
|
$1.26M |
| 4 |
The Communication Services Select Sector SPDR Fund
XLC
|
$985K |
| 5 |
Eli Lilly
LLY
|
$771K |
Sector Composition
| 1 | Technology | 21.24% |
| 2 | Healthcare | 9.81% |
| 3 | Financials | 7.34% |
| 4 | Consumer Discretionary | 6.68% |
| 5 | Communication Services | 4.99% |
