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
$799M
AUM Growth
-$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$17.7M
3
+$15.4M
4
CPRI icon
Capri Holdings
CPRI
+$7.49M
5
TWTR
Twitter, Inc.
TWTR
+$7.29M

Top Sells

1
+$26.4M
2
+$14.8M
3
+$12.7M
4
NKE icon
Nike
NKE
+$10.8M
5
PFE icon
Pfizer
PFE
+$9.41M

Sector Composition

1 Consumer Discretionary 66.03%
2 Industrials 10.36%
3 Financials 5.05%
4 Communication Services 4.4%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.6M 0.33%
+147,800
77
$2.35M 0.29%
+105,100
78
$2.14M 0.27%
58,345
-655
79
$2M 0.25%
+85,800
80
$1.96M 0.24%
8,489
-181
81
$1.58M 0.2%
30,000
-205,814
82
$1.52M 0.19%
+18,700
83
$1.09M 0.14%
+16,200
84
$1.04M 0.13%
+30,000
85
$1.03M 0.13%
+53,300
86
– –
-358,188
87
– –
-24,000
88
– –
-35,000
89
– –
-281,807
90
– –
-75,000
91
– –
-147,167
92
– –
-39,879
93
– –
-32,500
94
– –
-78,232
1 2 3
4