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
$1.03B
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$17.8M
3
+$13.2M
4
GAP
The Gap Inc
GAP
+$11.1M
5
RH icon
RH
RH
+$9.57M

Top Sells

1
+$35.8M
2
+$24.6M
3
+$17.9M
4
BBY icon
Best Buy
BBY
+$16.9M
5
TSCO icon
Tractor Supply
TSCO
+$12.9M

Sector Composition

1 Consumer Discretionary 52.33%
2 Industrials 13.69%
3 Financials 7.85%
4 Healthcare 5.41%
5 Energy 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,100,000
102
– –
-80,000
103
– –
-533,072
104
– –
-620,418
105
– –
-93,500
106
– –
-350,000
107
– –
-28,927
108
– –
-130,896
109
– –
-482,400
1 2 3 4
5