BCMNY

Buckingham Capital Management (New York) Portfolio holdings

AUM $542M
1-Year Est. Return 10.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-10.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$825M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.68M
3
+$6.75M
4
LUV icon
Southwest Airlines
LUV
+$5.74M
5
PCAR icon
PACCAR
PCAR
+$5.1M

Top Sells

1
+$13.9M
2
+$10.2M
3
+$9.97M
4
HEES
H&E Equipment Services
HEES
+$9.79M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.18M

Sector Composition

1 Consumer Discretionary 49.89%
2 Industrials 20.38%
3 Energy 7.96%
4 Financials 7.96%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.75M 0.33%
+109,107
77
$1.34M 0.16%
42,419
+14,270
78
$1.05M 0.13%
+9,827
79
$973K 0.12%
+29,547
80
$602K 0.07%
27,552
-564
81
$338K 0.04%
9,932
-40,880
82
– –
-513,759
83
– –
-20,292
84
– –
-142,278
85
– –
0
86
– –
0
87
– –
0
88
– –
0
89
– –
-133,290
90
– –
-30,270
91
– –
0
92
– –
-92,674
93
– –
0
94
– –
-10,145
95
– –
-1,046,493
96
– –
0
97
– –
0
98
– –
0
99
– –
0
1 2 3
4