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
$1.06B
AUM Growth
+$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$13.5M
3
+$12.7M
4
HD icon
Home Depot
HD
+$12.6M
5
AAPL icon
Apple
AAPL
+$10.7M

Top Sells

1
+$14.7M
2
+$13.8M
3
+$11.8M
4
BBY icon
Best Buy
BBY
+$10.4M
5
MWV
MEADWESTVACO CORP
MWV
+$8.95M

Sector Composition

1 Consumer Discretionary 57.38%
2 Industrials 16.06%
3 Financials 7.07%
4 Healthcare 4.81%
5 Energy 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.1M 0.38%
69,567
-18,740
77
$3.93M 0.36%
425,020
-83,150
78
$3.66M 0.34%
67,860
-3,508
79
$3.47M 0.32%
65,700
+16,580
80
$3.38M 0.31%
+213,690
81
$3.35M 0.31%
+12,720
82
$2.35M 0.22%
140,000
+40,000
83
$2.31M 0.21%
172,650
+66
84
$2.15M 0.2%
+60,000
85
$2.04M 0.19%
31,370
-57,880
86
$2.02M 0.19%
+42,243
87
– –
-259,575
88
– –
-260,500
89
– –
-37,300
90
– –
-156,700
91
– –
-80,600
92
– –
-121,600
93
– –
-118,760
94
– –
-235,560
95
– –
-7,760
96
– –
-808,168
97
– –
-242,320
1 2 3
4