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
$916M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.63M
3
+$6.82M
4
CRZO
Carrizo Oil & Gas Inc
CRZO
+$6.67M
5
PVH icon
PVH
PVH
+$5.78M

Top Sells

1
+$30.8M
2
+$21.7M
3
+$12.7M
4
HBI icon
Hanesbrands
HBI
+$12.5M
5
W icon
Wayfair
W
+$10.4M

Sector Composition

1 Consumer Discretionary 57.96%
2 Industrials 17.69%
3 Financials 6.3%
4 Communication Services 5.76%
5 Energy 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2M 0.2%
117,145
-244,128
77
$1.49M 0.15%
+20,000
78
$1.41M 0.14%
40,500
-25,163
79
$973K 0.1%
86,796
-545,789
80
$946K 0.1%
21,257
-7,910
81
$935K 0.1%
+10,620
82
$645K 0.07%
10,000
83
– –
-85,526
84
– –
-568,122
85
– –
0
86
– –
-88,425
87
– –
0
88
– –
0
89
– –
-723,804
90
– –
0
91
– –
-48,430
92
– –
0
93
– –
0
1 2 3
4