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
$825M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.68M
3
+$6.75M
4
LUV icon
Southwest Airlines
LUV
+$5.74M
5
PCAR icon
PACCAR
PCAR
+$5.1M

Top Sells

1
+$13.9M
2
+$10.2M
3
+$9.97M
4
HEES
H&E Equipment Services
HEES
+$9.79M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.18M

Sector Composition

1 Consumer Discretionary 49.89%
2 Industrials 20.38%
3 Energy 7.96%
4 Financials 7.96%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 1.6%
315,220
-6,460
27
$13.1M 1.57%
568,885
+150,838
28
$12.5M 1.5%
327,684
-98,670
29
$12.5M 1.49%
116,750
-599
30
$11.9M 1.43%
243,913
+138,126
31
$11.5M 1.38%
173,696
-20,919
32
$11.4M 1.37%
66,123
+20,674
33
$11.1M 1.32%
387,009
-1,513
34
$10.9M 1.31%
204,793
-15,942
35
$10.8M 1.3%
145,538
-748
36
$10.6M 1.27%
41,698
-215
37
$10.6M 1.27%
340,436
+51,105
38
$10.4M 1.24%
202,696
-65,493
39
$10.1M 1.21%
230,971
+11,027
40
$9.9M 1.19%
325,803
-17
41
$9.41M 1.13%
200,731
-52,850
42
$9.24M 1.11%
178,420
-5,780
43
$9.15M 1.1%
403,394
+12,604
44
$7.93M 0.95%
+233,651
45
$7.88M 0.94%
64,867
+33,463
46
$7.83M 0.94%
248,055
+30,993
47
$7.77M 0.93%
143,332
+36,254
48
$7.76M 0.93%
115,219
-3,940
49
$7.68M 0.92%
+22,502
50
$7.6M 0.91%
718,903
+469,646
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