BCMO
Buckingham Capital Management (Ohio) Portfolio holdings
AUM
$872M
1-Year Return
18.49%
This Quarter Return
-3.6%
1 Year Return
+18.49%
3 Year Return
+26.3%
5 Year Return
+84.8%
10 Year Return
+177.8%
AUM
$656M
AUM Growth
-$14.9M
(-2.2%)
Cap. Flow
+$13.3M
Cap. Flow
% of AUM
2.02%
Top 10 Holdings %
Top 10 Hldgs %
40.67%
Holding
119
New
6
Increased
44
Reduced
50
Closed
6
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$17.6M |
| 2 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$8.65M |
| 3 |
Aecom
ACM
|
$3.98M |
| 4 |
Accenture
ACN
|
$2.11M |
| 5 |
Corpay
CPAY
|
$1.39M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$7.95M |
| 2 |
RTX Corp
RTX
|
$6.02M |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$2.77M |
| 4 |
Broadcom
AVGO
|
$1.92M |
| 5 |
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% |
