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
$825M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.68M
3
+$6.75M
4
LUV icon
Southwest Airlines
LUV
+$5.74M
5
PCAR icon
PACCAR
PCAR
+$5.1M

Top Sells

1
+$13.9M
2
+$10.2M
3
+$9.97M
4
HEES
H&E Equipment Services
HEES
+$9.79M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.18M

Sector Composition

1 Consumer Discretionary 49.89%
2 Industrials 20.38%
3 Energy 7.96%
4 Financials 7.96%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.51M 0.9%
119,294
-2,443
52
$7.04M 0.84%
61,272
+43,175
53
$6.78M 0.81%
139,352
+93,426
54
$6.41M 0.77%
168,234
+80,475
55
$6.11M 0.73%
117,345
+15,460
56
$5.92M 0.71%
211,868
+128,072
57
$5.85M 0.7%
317,879
+177,103
58
$5.71M 0.68%
137,902
+62,824
59
$5.58M 0.67%
185,095
60
$5.49M 0.66%
114,664
-12,449
61
$5.1M 0.61%
+107,711
62
$4.86M 0.58%
+264,954
63
$4.74M 0.57%
84,060
-246,312
64
$4.67M 0.56%
106,402
-545
65
$4.56M 0.55%
118,057
-498
66
$3.79M 0.45%
121,886
-129,775
67
$3.79M 0.45%
48,111
+34,111
68
$3.73M 0.45%
52,328
-3,485
69
$3.7M 0.44%
39,801
-815
70
$3.7M 0.44%
77,025
-207,608
71
$3.65M 0.44%
+89,861
72
$3.37M 0.4%
179,470
+17,161
73
$3.34M 0.4%
82,229
-240,744
74
$3.31M 0.4%
85,747
-26,975
75
$3.04M 0.36%
+139,236
1 2
3
4