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
$794M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.6M
3
+$9.57M
4
SNDR icon
Schneider National
SNDR
+$8.63M
5
FDX icon
FedEx
FDX
+$7.46M

Top Sells

1
+$11.4M
2
+$9.07M
3
+$7.78M
4
R icon
Ryder
R
+$6.65M
5
AZO icon
AutoZone
AZO
+$6.65M

Sector Composition

1 Consumer Discretionary 54.07%
2 Industrials 18.75%
3 Financials 7.06%
4 Communication Services 6.16%
5 Healthcare 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.46M 0.87%
+34,328
52
$6.81M 0.8%
116,853
53
$6.43M 0.75%
242,503
+23,103
54
$6.03M 0.71%
104,409
+6,000
55
$6M 0.7%
+129,143
56
$5.64M 0.66%
279,339
+24,919
57
$5.49M 0.64%
+125,000
58
$5.2M 0.61%
+195,150
59
$5.19M 0.61%
+90,000
60
$5.17M 0.6%
185,095
+2,000
61
$5.14M 0.6%
21,132
+132
62
$5.01M 0.59%
170,000
-7,094
63
$4.34M 0.51%
210,212
-60,510
64
$4.31M 0.5%
146,801
+41,023
65
$4.06M 0.47%
106,200
+46,200
66
$3.78M 0.44%
+150,000
67
$3.25M 0.38%
+186,794
68
$3.19M 0.37%
+144,000
69
$3.09M 0.36%
285,102
-107,214
70
$2.82M 0.33%
275,342
+2,112
71
$2.77M 0.32%
46,956
-80,000
72
$1.97M 0.23%
+50,259
73
$1.66M 0.19%
+201,504
74
$1.21M 0.14%
17,507
-55,000
75
$570K 0.07%
+15,394
1 2
3
4