BCMNY

Buckingham Capital Management (New York) Portfolio holdings

AUM $542M
1-Year Est. Return 5.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-5.29%
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
+$6.85M
2
+$6.81M
3
+$6.39M
4
SWFT
Swift Transportation Company
SWFT
+$4.89M
5
JBLU icon
JetBlue
JBLU
+$4.77M

Top Sells

1
+$12.9M
2
+$10M
3
+$9.79M
4
BBY icon
Best Buy
BBY
+$9.39M
5
BURL icon
Burlington
BURL
+$8.5M

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
76
– –
-322,185
77
– –
-58,020
78
– –
0
79
– –
-39,082
80
– –
-376,048
81
– –
-22,873
82
– –
-8,500
83
– –
0
84
– –
-10,094
85
– –
-160,705
86
– –
-505,557
87
– –
-60,243
88
– –
0
1 2 3
4