BCMO
Buckingham Capital Management (Ohio) Portfolio holdings
AUM
$872M
This Quarter Return
+1.42%
1 Year Return
+18.49%
3 Year Return
+26.3%
5 Year Return
+84.8%
10 Year Return
+177.8%
AUM
$366M
AUM Growth
+$366M
(+2.5%)
Cap. Flow
+$4.73M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
36.53%
Holding
167
New
4
Increased
73
Reduced
72
Closed
16
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$8.69M |
| 2 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$6.03M |
| 3 |
iShares Short Maturity Bond ETF
NEAR
|
$5.65M |
| 4 |
Digital Realty Trust
DLR
|
$1.93M |
| 5 |
Microsoft
MSFT
|
$1.86M |
Top Sells
Sector Composition
| 1 | Technology | 11.71% |
| 2 | Financials | 9.27% |
| 3 | Healthcare | 9.16% |
| 4 | Consumer Staples | 6.99% |
| 5 | Industrials | 6.89% |
