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
$1.08B
AUM Growth
-$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$15.5M
3
+$13.2M
4
CAB
Cabela's Inc
CAB
+$12.1M
5
BBWI icon
Bath & Body Works
BBWI
+$7.03M

Top Sells

1
+$22M
2
+$19.1M
3
+$16.1M
4
TJX icon
TJX Companies
TJX
+$15.3M
5
SBUX icon
Starbucks
SBUX
+$11.9M

Sector Composition

1 Consumer Discretionary 65.11%
2 Industrials 12.3%
3 Financials 7.21%
4 Healthcare 5.39%
5 Materials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-175,000
102
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-17,635
103
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-72,706
104
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-100,000
105
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-213,300
106
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-126,561
107
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-171,215
108
– –
-188,695
109
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-275,000
110
– –
-63,080
111
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0
1 2 3 4
5