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
$655M
AUM Growth
-$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$8.76M
3
+$7.21M
4
ROKU icon
Roku
ROKU
+$6.92M
5
VFC icon
VF Corp
VFC
+$6.89M

Top Sells

1
+$14.9M
2
+$14.3M
3
+$12.9M
4
WW
WW International
WW
+$12.3M
5
LEN icon
Lennar Class A
LEN
+$10.7M

Sector Composition

1 Consumer Discretionary 55.18%
2 Industrials 21.8%
3 Financials 8.87%
4 Communication Services 3.96%
5 Energy 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.59M 0.84%
540,000
+422,855
52
$5.45M 0.82%
+124,000
53
$4.91M 0.74%
+41,000
54
$4.9M 0.74%
+20,000
55
$4.82M 0.73%
155,100
+40,524
56
$4.53M 0.68%
160,677
-11,000
57
$4.39M 0.66%
+135,369
58
$3.29M 0.5%
170,000
-463,297
59
$3.11M 0.47%
31,072
-12,817
60
$2.76M 0.42%
93,527
+337
61
$2.73M 0.41%
72,000
-174,382
62
$2.71M 0.41%
121,333
-63,272
63
$2.67M 0.4%
+25,800
64
$2.61M 0.39%
+75,900
65
$2.49M 0.38%
+52,000
66
$2.42M 0.36%
+65,500
67
$2.23M 0.34%
+31,200
68
$2.08M 0.31%
+110,000
69
$1.74M 0.26%
+44,800
70
$1.71M 0.26%
+109,702
71
$1.39M 0.21%
+37,800
72
$1.38M 0.21%
+103,300
73
$1.22M 0.18%
107,610
-61,270
74
$1.1M 0.17%
+25,000
75
$1.04M 0.16%
+40,000
1 2
3
4 5