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
$794M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.6M
3
+$9.57M
4
SNDR icon
Schneider National
SNDR
+$8.63M
5
FDX icon
FedEx
FDX
+$7.46M

Top Sells

1
+$11.4M
2
+$9.07M
3
+$7.78M
4
R icon
Ryder
R
+$6.65M
5
AZO icon
AutoZone
AZO
+$6.65M

Sector Composition

1 Consumer Discretionary 54.07%
2 Industrials 18.75%
3 Financials 7.06%
4 Communication Services 6.16%
5 Healthcare 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.4M 1.46%
545,323
+47,323
27
$12.4M 1.45%
278,708
+14,115
28
$12.4M 1.45%
228,556
+11,539
29
$12.1M 1.42%
337,092
30
$11.6M 1.35%
+646,905
31
$11.1M 1.3%
314,014
+1,814
32
$11.1M 1.3%
320,703
+2,444
33
$10.7M 1.25%
116,531
+6,693
34
$10.6M 1.24%
170,847
-45,324
35
$10.1M 1.18%
921,327
36
$9.86M 1.15%
483,289
+177,788
37
$9.71M 1.14%
145,264
+9,277
38
$9.57M 1.12%
+244,109
39
$9.23M 1.08%
41,620
+9,577
40
$8.91M 1.04%
114,967
-10,000
41
$8.63M 1.01%
+385,809
42
$8.52M 1%
95,214
+14,514
43
$8.33M 0.98%
438,625
-94,294
44
$8.23M 0.96%
51,563
-5,191
45
$8.22M 0.96%
163,321
-36,172
46
$7.75M 0.91%
619,405
+232,727
47
$7.7M 0.9%
330,509
-10,000
48
$7.55M 0.88%
366,029
+76,382
49
$7.55M 0.88%
236,899
+707
50
$7.46M 0.87%
172,121
+12,931
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