BCMO
Buckingham Capital Management (Ohio) Portfolio holdings
AUM
$872M
1-Year Return
18.49%
This Quarter Return
+3.57%
1 Year Return
+18.49%
3 Year Return
+26.3%
5 Year Return
+84.8%
10 Year Return
+177.8%
AUM
$317M
AUM Growth
+$18.7M
(+6.3%)
Cap. Flow
+$8.84M
Cap. Flow
% of AUM
2.79%
Top 10 Holdings %
Top 10 Hldgs %
29.96%
Holding
176
New
5
Increased
87
Reduced
70
Closed
3
Top Buys
Top Sells
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$4.41M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.31M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.15M |
| 4 |
Bristol-Myers Squibb
BMY
|
$662K |
| 5 |
AstraZeneca
AZN
|
$506K |
Sector Composition
| 1 | Technology | 11.9% |
| 2 | Healthcare | 9.04% |
| 3 | Financials | 8.52% |
| 4 | Industrials | 7.37% |
| 5 | Consumer Staples | 6.25% |