BCMNY

Buckingham Capital Management (New York) Portfolio holdings

AUM $542M
1-Year Est. Return 10.5%
This Quarter Est. Return
1 Year Est. Return
-10.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$17.8M
3
+$13.2M
4
GAP
The Gap Inc
GAP
+$11.1M
5
RH icon
RH
RH
+$9.57M

Top Sells

1
+$35.8M
2
+$24.6M
3
+$17.9M
4
BBY icon
Best Buy
BBY
+$16.9M
5
TSCO icon
Tractor Supply
TSCO
+$12.9M

Sector Composition

1 Consumer Discretionary 52.33%
2 Industrials 13.69%
3 Financials 7.85%
4 Healthcare 5.41%
5 Energy 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.2M 1.29%
690,000
+97,800
27
$13M 1.27%
1,957,600
+726,023
28
$12.8M 1.25%
470,538
+57,443
29
$12.5M 1.21%
346,914
+16,100
30
$11.3M 1.1%
248,087
+800
31
$10.6M 1.03%
161,766
+500
32
$10.1M 0.99%
264,310
+800
33
$10.1M 0.98%
729,449
+2,300
34
$9.57M 0.93%
+151,000
35
$9.46M 0.92%
351,100
+191,200
36
$9.39M 0.91%
587,220
+2,000
37
$9.38M 0.91%
136,377
-14,200
38
$9.28M 0.9%
344,230
-33,900
39
$8.74M 0.85%
177,970
+11,600
40
$8.63M 0.84%
277,155
+116,300
41
$8.46M 0.82%
347,600
-386,700
42
$8.38M 0.81%
235,350
+20,900
43
$8.34M 0.81%
164,987
+500
44
$8.2M 0.8%
191,700
+37,700
45
$7.96M 0.77%
409,600
+335,100
46
$7.78M 0.76%
394,306
-239,300
47
$7.67M 0.74%
613,297
+105,100
48
$7.57M 0.74%
302,340
+40,500
49
$7.42M 0.72%
107,730
+23,200
50
$7.42M 0.72%
143,120
+21,300
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