BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
This Quarter Return
+8.68%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$298M
AUM Growth
+$298M
Cap. Flow
-$5.17M
Cap. Flow %
-1.73%
Top 10 Hldgs %
46.86%
Holding
232
New
19
Increased
85
Reduced
75
Closed
22
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SNY icon
226
Sanofi
SNY
$122B
-4,652
Closed -$221K
AKS
227
DELISTED
AK Steel Holding Corp.
AKS
-20,000
Closed -$48K
TWX
228
DELISTED
Time Warner Inc
TWX
-2,946
Closed -$203K
ANAD
229
DELISTED
ANADIGICS INC
ANAD
-15,000
Closed -$3K
SIAL
230
DELISTED
SIGMA - ALDRICH CORP
SIAL
-1,535
Closed -$213K
CB
231
DELISTED
CHUBB CORPORATION
CB
-2,613
Closed -$320K
HK
232
DELISTED
Halcon Resources Corporation
HK
-58
Closed -$5K