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
$1.03B
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$17.8M
3
+$13.2M
4
GAP
The Gap Inc
GAP
+$11.1M
5
RH icon
RH
RH
+$9.57M

Top Sells

1
+$35.8M
2
+$24.6M
3
+$17.9M
4
BBY icon
Best Buy
BBY
+$16.9M
5
TSCO icon
Tractor Supply
TSCO
+$12.9M

Sector Composition

1 Consumer Discretionary 52.33%
2 Industrials 13.69%
3 Financials 7.85%
4 Healthcare 5.41%
5 Energy 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.32M 0.71%
+50,000
52
$7.29M 0.71%
+200,400
53
$7.12M 0.69%
122,054
-19,600
54
$7M 0.68%
121,254
-8,100
55
$6.89M 0.67%
244,292
+1,800
56
$6.74M 0.66%
89,291
+300
57
$6.69M 0.65%
380,300
+34,800
58
$6.68M 0.65%
479,678
-197,600
59
$6.43M 0.63%
133,647
-28,500
60
$6.41M 0.62%
124,075
+400
61
$6M 0.58%
64,478
-9,700
62
$5.73M 0.56%
96,050
-24,900
63
$5.68M 0.55%
117,122
+400
64
$5.63M 0.55%
+326,300
65
$5.63M 0.55%
239,738
-45,382
66
$5.6M 0.54%
215,800
+25,700
67
$5.54M 0.54%
77,448
+200
68
$5.5M 0.53%
+370,385
69
$5.39M 0.52%
+39,028
70
$5.2M 0.5%
84,100
+25,800
71
$5.11M 0.5%
90,503
-27,700
72
$4.78M 0.46%
131,373
-116,325
73
$4.59M 0.45%
96,128
-9,600
74
$4.59M 0.45%
194,565
-72,400
75
$4.59M 0.45%
184,417
-357,800
1 2
3
4 5