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
$932M
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$8.96M
3
+$7.72M
4
ROKU icon
Roku
ROKU
+$6.02M
5
JILL icon
J. Jill
JILL
+$5.79M

Top Sells

1
+$8.38M
2
+$8.2M
3
+$7.82M
4
TLRD
Tailored Brands, Inc.
TLRD
+$7.33M
5
IR icon
Ingersoll Rand
IR
+$7.24M

Sector Composition

1 Consumer Discretionary 55.58%
2 Industrials 17.17%
3 Communication Services 8.71%
4 Financials 6.82%
5 Energy 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.15M 0.81%
198,865
52
$8.07M 0.8%
195,366
+47,400
53
$7.76M 0.77%
365,100
54
$7.72M 0.76%
+87,000
55
$7.61M 0.75%
93,607
+7,000
56
$7.38M 0.73%
197,188
+93,200
57
$7.38M 0.73%
201,677
58
$7.28M 0.72%
59,927
59
$6.5M 0.64%
361,273
-434,305
60
$6.41M 0.63%
191,548
+14,000
61
$6.11M 0.6%
632,585
-241,442
62
$5.79M 0.57%
+147,684
63
$4.6M 0.45%
71,275
+40,000
64
$4.2M 0.42%
53,285
65
$3.97M 0.39%
168,880
-16,215
66
$3.89M 0.38%
103,545
67
$3.83M 0.38%
+183,073
68
$3.78M 0.37%
80,660
-10,000
69
$3.7M 0.37%
129,576
+45,000
70
$3.48M 0.34%
+125,000
71
$3.46M 0.34%
26,774
-11,000
72
$3.32M 0.33%
+175,000
73
$3.15M 0.31%
+83,000
74
$2.64M 0.26%
+29,167
75
$2.46M 0.24%
65,663
-55,000
1 2
3
4