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
$655M
AUM Growth
-$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$8.76M
3
+$7.21M
4
ROKU icon
Roku
ROKU
+$6.92M
5
VFC icon
VF Corp
VFC
+$6.89M

Top Sells

1
+$14.9M
2
+$14.3M
3
+$12.9M
4
WW
WW International
WW
+$12.3M
5
LEN icon
Lennar Class A
LEN
+$10.7M

Sector Composition

1 Consumer Discretionary 55.18%
2 Industrials 21.8%
3 Financials 8.87%
4 Communication Services 3.96%
5 Energy 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 1.56%
115,237
+24,000
27
$10.1M 1.52%
585,252
+206,585
28
$10.1M 1.52%
254,721
+17
29
$10.1M 1.52%
540,830
-20,000
30
$9.87M 1.49%
220,658
31
$9.57M 1.44%
98,080
-8,844
32
$9.56M 1.44%
297,737
+49,737
33
$9.4M 1.42%
238,356
-76,000
34
$9.3M 1.4%
600,921
+160,582
35
$8.77M 1.32%
286,300
+225,972
36
$8.51M 1.28%
172,620
-47,186
37
$7.78M 1.17%
265,910
+88,441
38
$7.69M 1.16%
306,720
+38,966
39
$7.61M 1.15%
113,209
+102,589
40
$7.21M 1.09%
+353,000
41
$6.96M 1.05%
133,645
-1,214
42
$6.88M 1.04%
82,703
-112,000
43
$6.45M 0.97%
87,000
+57,000
44
$6.38M 0.96%
341,890
+1,226
45
$6.38M 0.96%
38,170
-580
46
$6.18M 0.93%
114,421
+12,405
47
$6.08M 0.92%
61,488
+14,891
48
$5.92M 0.89%
+44,300
49
$5.87M 0.88%
63,128
+9,194
50
$5.76M 0.87%
77,765
+318
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2
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