Buckingham Capital Management (Ohio) Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$13.8M |
| 2 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$1.83M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
+$1.41M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$1.08M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.03M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
MOLX
MOLEX INC
MOLX
|
+$1.28M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$857K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$302K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$227K |
| 5 |
BSJD
GUGGENGEIM BULLETSHARES 2013 HIGH YIELD CORPORATE BOND ETF
BSJD
|
+$220K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.23% |
| 2 | Healthcare | 9.22% |
| 3 | Financials | 8.62% |
| 4 | Industrials | 7.58% |
| 5 | Consumer Staples | 6.73% |
Similar funds
Buckingham Capital Management (Ohio)'s Q4 2013 Portfolio in Review
As of Q4 2013, Buckingham Capital Management (Ohio) held 171 positions worth $285M, up 16% from $246M the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Buckingham Capital Management (Ohio) deployed $22.6M of net new capital in Q4 2013, opening 9 new positions and adding to 84 existing holdings. Its largest new stake was Vanguard Short-Term Corporate Bond ETF: 173,084 shares worth $13.8M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was iShares 5-10 Year Investment Grade Corporate Bond ETF, an estimated $857K trimmed.
- Buckingham Capital Management (Ohio)'s largest Q4 2013 buy was Vanguard Short-Term Corporate Bond ETF: 173,084 shares worth $13.8M.
- Buckingham Capital Management (Ohio) added most to State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2013, an estimated $1.83M increase.
- Buckingham Capital Management (Ohio)'s biggest Q4 2013 reduction was iShares 5-10 Year Investment Grade Corporate Bond ETF, cutting an estimated $857K.
- Buckingham Capital Management (Ohio) fully exited MOLEX INC in Q4 2013, selling an estimated $1.28M.
- Buckingham Capital Management (Ohio)'s ten largest holdings make up 32% of its $285M portfolio in Q4 2013.
- Buckingham Capital Management (Ohio) opened 9 new positions and closed 3 in Q4 2013.
- Buckingham Capital Management (Ohio)'s portfolio value rose 16% quarter-over-quarter to $285M.
Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2013, filed 10 Feb 2014.