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
$740M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.65M
3
+$5.98M
4
JBLU icon
JetBlue
JBLU
+$4.82M
5
SWFT
Swift Transportation Company
SWFT
+$4.51M

Top Sells

1
+$12.9M
2
+$11.4M
3
+$10.3M
4
QVCGA
QVC Group Inc Series A
QVCGA
+$9.79M
5
BURL icon
Burlington
BURL
+$9.34M

Sector Composition

1 Consumer Discretionary 57.17%
2 Industrials 14.4%
3 Financials 6.69%
4 Healthcare 4.54%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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79
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-8,500
83
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0
84
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85
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-160,705
86
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-505,557
87
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-60,243
88
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0
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4