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
$1.1B
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.8M
3
+$10.9M
4
VFC icon
VF Corp
VFC
+$10.7M
5
AAN.A
The Aaron's Company Inc Class A
AAN.A
+$10.6M

Top Sells

1
+$11.8M
2
+$11.2M
3
+$10.2M
4
BLMN icon
Bloomin' Brands
BLMN
+$9.8M
5
MFRM
MATTRESS FIRM HLDG CORP COM STK (DE)
MFRM
+$9.06M

Sector Composition

1 Consumer Discretionary 63.02%
2 Industrials 13.27%
3 Financials 6.6%
4 Healthcare 3.69%
5 Consumer Staples 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.42M 0.4%
85,039
+263
77
$3.95M 0.36%
54,447
-5,328
78
$3.81M 0.35%
151,236
+54,808
79
$3.56M 0.32%
316,948
+165,654
80
$3.25M 0.29%
+194,500
81
$2.93M 0.27%
69,467
-47,757
82
$2.72M 0.25%
+26,586
83
$2.58M 0.23%
+89,201
84
$2.52M 0.23%
+98,660
85
$1.46M 0.13%
+33,077
86
$1.19M 0.11%
19,781
-14,228
87
$1.02M 0.09%
80,000
-330,999
88
$1.01M 0.09%
+7,000
89
$976K 0.09%
30,393
+11,107
90
$103K 0.01%
56,765
+185
91
– –
-56,666
92
– –
-170,614
93
– –
-49,593
94
– –
-459,108
95
– –
-55,463
96
– –
-7,286
97
– –
-104,851
98
– –
-126,479
99
– –
-118,971
100
– –
-131,374
1 2 3
4
5