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
$990M
AUM Growth
-$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.8M
3
+$11M
4
HD icon
Home Depot
HD
+$9.66M
5
SIG icon
Signet Jewelers
SIG
+$8.69M

Top Sells

1
+$31.2M
2
+$23.5M
3
+$20.1M
4
SSI
Stage Stores Inc
SSI
+$13.2M
5
RAD
Rite Aid Corporation
RAD
+$12.9M

Sector Composition

1 Consumer Discretionary 54.69%
2 Industrials 15.88%
3 Financials 7.56%
4 Healthcare 7.19%
5 Energy 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-690,000
102
– –
-64,478
103
– –
-184,417
104
– –
-872,608
1 2 3 4
5