BCMNY

Buckingham Capital Management (New York) Portfolio holdings

AUM $542M
1-Year Est. Return 5.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-5.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$740M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.81M
3
+$6.39M
4
SWFT
Swift Transportation Company
SWFT
+$4.89M
5
JBLU icon
JetBlue
JBLU
+$4.77M

Top Sells

1
+$12.9M
2
+$10M
3
+$9.79M
4
BBY icon
Best Buy
BBY
+$9.39M
5
BURL icon
Burlington
BURL
+$8.5M

Sector Composition

1 Consumer Discretionary 57.17%
2 Industrials 14.4%
3 Financials 6.69%
4 Healthcare 4.54%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 1.57%
196,850
+44,300
27
$11.4M 1.53%
231,057
-210,157
28
$11.3M 1.53%
264,593
+12,350
29
$11M 1.49%
217,017
+46,300
30
$10.6M 1.43%
318,259
-40,000
31
$10.4M 1.4%
532,919
-93,866
32
$10.3M 1.39%
124,967
-1,243
33
$10.3M 1.39%
498,000
+234,000
34
$10.2M 1.38%
618,394
35
$9.69M 1.31%
270,722
+25,650
36
$9.65M 1.3%
109,838
+5,800
37
$9.35M 1.26%
921,327
-44,208
38
$9.07M 1.23%
306,000
-160,193
39
$8.83M 1.19%
56,754
-206
40
$8.44M 1.14%
199,493
+141,300
41
$8.13M 1.1%
135,987
+8,800
42
$7.78M 1.05%
149,242
-36,833
43
$7.67M 1.04%
236,192
+100,762
44
$7.5M 1.01%
+80,700
45
$7.49M 1.01%
305,501
-128,790
46
$7.36M 0.99%
32,043
+2,250
47
$7.08M 0.96%
126,956
-11,363
48
$6.82M 0.92%
116,853
-1,162
49
$6.71M 0.91%
159,190
+23,700
50
$6.69M 0.9%
289,647
+84,500
1
2
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