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
$655M
AUM Growth
-$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$8.76M
3
+$7.21M
4
ROKU icon
Roku
ROKU
+$6.92M
5
VFC icon
VF Corp
VFC
+$6.89M

Top Sells

1
+$14.9M
2
+$14.3M
3
+$12.9M
4
WW
WW International
WW
+$12.3M
5
LEN icon
Lennar Class A
LEN
+$10.7M

Sector Composition

1 Consumer Discretionary 55.18%
2 Industrials 21.8%
3 Financials 8.87%
4 Communication Services 3.96%
5 Energy 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.15%
+10,000
77
$857K 0.13%
26,785
-26,500
78
– –
-31,275
79
– –
-174,219
80
– –
-225,387
81
– –
-120,674
82
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-426,591
83
– –
-10,000
84
– –
-181,800
85
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-172,392
86
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-20,000
87
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-237,590
88
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0
89
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-40,500
90
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-90,843
91
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-31,100
92
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0
93
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94
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-175,829
95
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0
96
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0
97
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-65,000
98
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-109,000
99
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-86,796
100
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0
1 2 3
4
5