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
$821M
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.6M
3
+$7.2M
4
TLRD
Tailored Brands, Inc.
TLRD
+$7.17M
5
WFM
Whole Foods Market Inc
WFM
+$6.62M

Top Sells

1
+$14.2M
2
+$9.17M
3
+$8.38M
4
FRAN
Francesca's Holdings Corporation
FRAN
+$8.02M
5
LC icon
LendingClub
LC
+$7.75M

Sector Composition

1 Consumer Discretionary 66.98%
2 Industrials 9.61%
3 Healthcare 5.81%
4 Financials 5.05%
5 Consumer Staples 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.12%
+78,232
77
– –
-68,035
78
– –
-250,000
79
– –
-166,404
80
– –
-290,639
81
– –
-186,667
82
– –
-362,666
83
– –
-223,796
84
– –
-6,134
85
– –
-45,345
86
– –
-26,500
87
– –
-100,000
88
– –
-178,562
1 2 3
4