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BCMNY
Buckingham Capital Management (New York) Portfolio holdings
AUM
$782M
1-Year Est. Return
5.29%
This Fund
S&P 500
This Quarter
Est. Return
+7.09%
1 Year Est. Return
-5.29%
3 Year Est. Return
+62.45%
5 Year Est. Return
+91.24%
10 Year Est. Return
–
AUM
$1.05B
AUM Growth
–
Cap. Flow
+$1.04B
Cap. Flow
% of AUM
98.44%
Top 10 Holdings %
Top 10 Hldgs %
31.94%
Holding
100
New
100
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Urban Outfitters
URBN
|
+$41.3M |
| 2 |
FRAN
Francesca's Holdings Corporation
FRAN
|
+$40.8M |
| 3 |
Capri Holdings
CPRI
|
+$37.3M |
| 4 |
Polaris
PII
|
+$34.8M |
| 5 |
Norwegian Cruise Line
NCLH
|
+$31M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 58.35% |
| 2 | Industrials | 13.26% |
| 3 | Financials | 7.79% |
| 4 | Healthcare | 4.8% |
| 5 | Energy | 4.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
HOUS
51
DELISTED
Anywhere Real Estate
HOUS
| $6.72M | 0.64% |
+139,900
| New | +$6.86M |
|
52
Devon Energy
DVN
$53.1B
| $6.71M | 0.64% |
+129,354
| New | +$7.21M |
|
53
American Express
AXP
$228B
| $6.65M | 0.63% |
+88,991
| New | +$6.33M |
|
54
JPMorgan Chase
JPM
$947B
| $6.53M | 0.62% |
+123,675
| New | +$6.29M |
|
|
APC
55
DELISTED
Anadarko Petroleum
APC
| $6.37M | 0.61% |
+74,178
| New | +$6.38M |
|
|
JOY
56
DELISTED
Joy Global Inc
JOY
| $6.35M | 0.6% |
+130,896
| New | +$7.21M |
|
57
eBay
EBAY
$47.7B
| $6.21M | 0.59% |
+285,120
| New | +$6.47M |
|
58
TJX Companies
TJX
$155B
| $6.07M | 0.58% |
+242,492
| New | +$5.98M |
|
59
Deckers Outdoor
DECK
$12.5B
| $6.06M | 0.58% |
+720,000
| New | +$6.53M |
|
|
JCP
60
DELISTED
J.C. Penney Company, Inc.
JCP
| $5.98M | 0.57% |
+350,000
| New | +$5.89M |
|
61
Dollar General
DG
$27.6B
| $5.96M | 0.57% |
+118,203
| New | +$6.13M |
|
62
Vulcan Materials
VMC
$35.8B
| $5.9M | 0.56% |
+121,820
| New | +$6.25M |
|
63
Citigroup
C
$221B
| $5.6M | 0.53% |
+116,722
| New | +$5.61M |
|
64
Eaton
ETN
$159B
| $5.56M | 0.53% |
+84,530
| New | +$5.33M |
|
65
HCA Healthcare
HCA
$92.9B
| $5.55M | 0.53% |
+154,000
| New | +$5.96M |
|
|
HDS
66
DELISTED
HD Supply Holdings, Inc.
HDS
| $5.33M | 0.51% |
+283,500
| New | +$5.31M |
|
67
Louisiana-Pacific
LPX
$5.08B
| $5.11M | 0.49% |
+345,500
| New | +$6.27M |
|
|
RAD
68
DELISTED
Rite Aid Corporation
RAD
| $5.1M | 0.48% |
+89,165
| New | +$4.65M |
|
|
EXPR
69
DELISTED
Express, Inc.
EXPR
| $5.05M | 0.48% |
+12,040
| New | +$4.64M |
|
70
Delta Air Lines
DAL
$54.2B
| $5M | 0.47% |
+266,965
| New | +$4.63M |
|
71
Zoetis
ZTS
$31.9B
| $4.97M | 0.47% |
+160,855
| New | +$5.21M |
|
72
PUT
Boyd Gaming
BYD
$5.89B
| $4.92M | 0.47% |
+435,300
| New | +$4.92M |
|
73
Visa
V
$714B
| $4.83M | 0.46% |
+105,728
| New | +$4.63M |
|
74
Teva Pharmaceuticals
TEVA
$43B
| $4.81M | 0.46% |
+122,688
| New | +$4.78M |
|
75
Lear
LEA
$8.18B
| $4.67M | 0.44% |
+77,248
| New | +$4.46M |
|
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Buckingham Capital Management (New York)'s Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Buckingham Capital Management (New York), which disclosed 100 positions worth $1.05B. Its ten largest holdings account for 32% of the portfolio.
Its largest position is Urban Outfitters: 1,001,350 shares worth $40.3M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 58% of assets, followed by Industrials and Financials.
- Buckingham Capital Management (New York)'s largest Q2 2013 buy was Urban Outfitters: 1,001,350 shares worth $40.3M.
- Buckingham Capital Management (New York)'s ten largest holdings make up 32% of its $1.05B portfolio in Q2 2013.
- Buckingham Capital Management (New York) disclosed 100 positions in Q2 2013, its first 13F filing on record.
Based on Buckingham Capital Management (New York)'s 13F filing for Q2 2013, filed 13 Aug 2013.