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
$1.06B
AUM Growth
+$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$13.5M
3
+$12.7M
4
HD icon
Home Depot
HD
+$12.6M
5
AAPL icon
Apple
AAPL
+$10.7M

Top Sells

1
+$14.7M
2
+$13.8M
3
+$11.8M
4
BBY icon
Best Buy
BBY
+$10.4M
5
MWV
MEADWESTVACO CORP
MWV
+$8.95M

Sector Composition

1 Consumer Discretionary 57.38%
2 Industrials 16.06%
3 Financials 7.07%
4 Healthcare 4.81%
5 Energy 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.9M 1.38%
140,500
+100
27
$13.8M 1.28%
454,892
+169,800
28
$13M 1.21%
540,500
+290,000
29
$12.9M 1.19%
80,000
-32,700
30
$12.7M 1.17%
+528,300
31
$11.7M 1.08%
340,005
+1,041
32
$11.2M 1.03%
649,861
-33,448
33
$10.9M 1.01%
1,255,250
-284,250
34
$10.6M 0.99%
+48,921
35
$10.3M 0.96%
663,792
+83,012
36
$10M 0.93%
144,104
-7,422
37
$9.78M 0.91%
83,900
-30,000
38
$9.72M 0.9%
339,530
-14,970
39
$9.65M 0.89%
120,761
+15,841
40
$9.55M 0.88%
306,558
-15,872
41
$9.51M 0.88%
347,100
+327,100
42
$9.41M 0.87%
254,880
+154,680
43
$9.37M 0.87%
121,489
-6,218
44
$9.24M 0.86%
55,305
-1,294
45
$9.21M 0.85%
96,995
-9,639
46
$8.96M 0.83%
170,760
-8,770
47
$8.92M 0.83%
237,590
+3,090
48
$8.71M 0.81%
196,650
+1,753
49
$8.62M 0.8%
511,170
+126,900
50
$8.48M 0.78%
127,550
-6,530
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