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
$1.21B
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$17.5M
3
+$16.4M
4
CROX icon
Crocs
CROX
+$15.8M
5
MFRM
MATTRESS FIRM HLDG CORP COM STK (DE)
MFRM
+$12.8M

Top Sells

1
+$18.8M
2
+$14.4M
3
+$12.3M
4
DGX icon
Quest Diagnostics
DGX
+$11.9M
5
PFE icon
Pfizer
PFE
+$11.6M

Sector Composition

1 Consumer Discretionary 63.45%
2 Industrials 11.66%
3 Financials 6.97%
4 Healthcare 3.64%
5 Technology 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.89M 0.82%
472,943
-93,738
52
$9.8M 0.81%
459,108
+13,153
53
$9.74M 0.81%
550,186
-1,391
54
$9.59M 0.79%
114,290
-14,121
55
$9.43M 0.78%
568,336
+199,130
56
$9.3M 0.77%
410,999
+165,074
57
$9.19M 0.76%
+405,410
58
$8.69M 0.72%
211,531
+51,885
59
$8.47M 0.7%
153,266
-342
60
$7.81M 0.65%
1,030,586
+148,304
61
$7.73M 0.64%
114,494
-289
62
$7.66M 0.63%
231,364
+79,084
63
$7.47M 0.62%
+140,840
64
$7.44M 0.62%
131,374
-253,521
65
$7.42M 0.61%
109,430
-240
66
$7.28M 0.6%
55,463
+11,732
67
$7.23M 0.6%
+81,176
68
$7.19M 0.6%
+198,646
69
$6.89M 0.57%
93,403
+11,577
70
$6.32M 0.52%
126,479
+77,384
71
$6.07M 0.5%
97,663
+9,518
72
$5.93M 0.49%
174,376
-594
73
$5.73M 0.47%
+143,467
74
$5.34M 0.44%
+62,239
75
$5.26M 0.44%
59,775
-60,701
1 2
3
4 5