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
$1.06B
AUM Growth
+$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$13.5M
3
+$12.7M
4
HD icon
Home Depot
HD
+$12.6M
5
AAPL icon
Apple
AAPL
+$10.7M

Top Sells

1
+$14.7M
2
+$13.8M
3
+$11.8M
4
BBY icon
Best Buy
BBY
+$10.4M
5
MWV
MEADWESTVACO CORP
MWV
+$8.95M

Sector Composition

1 Consumer Discretionary 57.38%
2 Industrials 16.06%
3 Financials 7.07%
4 Healthcare 4.81%
5 Energy 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.37M 0.77%
1,068,108
+421,262
52
$8.13M 0.75%
+300,000
53
$7.82M 0.72%
422,451
-21,745
54
$7.53M 0.7%
129,334
-25,173
55
$6.89M 0.64%
144,746
+35,094
56
$6.88M 0.64%
348,160
+23,844
57
$6.82M 0.63%
70,000
-63,430
58
$6.71M 0.62%
110,556
-5,689
59
$6.38M 0.59%
209,344
-231,356
60
$6.38M 0.59%
627,057
+240,709
61
$6.35M 0.59%
84,520
+4,110
62
$5.97M 0.55%
103,090
-34,280
63
$5.93M 0.55%
132,910
-20,610
64
$5.81M 0.54%
188,790
-174,770
65
$5.78M 0.54%
106,010
-13,220
66
$5.75M 0.53%
382,075
+35,170
67
$5.65M 0.52%
131,899
+16,897
68
$5.24M 0.49%
242,120
-124,720
69
$5.16M 0.48%
57,301
-2,990
70
$5.13M 0.47%
+225,000
71
$5M 0.46%
+187,220
72
$4.8M 0.44%
548,903
+279,548
73
$4.59M 0.43%
196,180
-10,110
74
$4.38M 0.4%
546,270
-28,227
75
$4.22M 0.39%
+79,250
1 2
3
4