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
$794M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11M
3
+$9.21M
4
SNDR icon
Schneider National
SNDR
+$7.63M
5
FDX icon
FedEx
FDX
+$6.78M

Top Sells

1
+$11.4M
2
+$9.07M
3
+$7.78M
4
R icon
Ryder
R
+$6.65M
5
AZO icon
AutoZone
AZO
+$6.65M

Sector Composition

1 Consumer Discretionary 54.07%
2 Industrials 18.75%
3 Financials 7.06%
4 Communication Services 6.16%
5 Healthcare 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$252K 0.03%
+12,742
77
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-855,976
78
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-117,937
79
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0
80
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-9,196
81
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-231,057
82
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-180,968
83
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-57,558
84
– –
-106,495
85
– –
-67,000
86
– –
-306,000
87
– –
-149,242
88
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-88,152
89
– –
-35,393
90
– –
-576,700
1 2 3
4