BCMNY
Buckingham Capital Management (New York) Portfolio holdings
AUM
$542M
1-Year Return
10.5%
This Quarter Return
-23.92%
1 Year Return
-10.5%
3 Year Return
+51.5%
5 Year Return
+76.98%
10 Year Return
–
AUM
$655M
AUM Growth
-$262M
(-29%)
Cap. Flow
-$68.5M
Cap. Flow
% of AUM
-10.47%
Top 10 Holdings %
Top 10 Hldgs %
29.81%
Holding
108
New
20
Increased
33
Reduced
23
Closed
25
Top Buys
| 1 |
United Rentals
URI
|
+$12.2M |
| 2 |
lululemon athletica
LULU
|
+$8.76M |
| 3 |
HEES
H&E Equipment Services
HEES
|
+$7.21M |
| 4 |
Roku
ROKU
|
+$6.92M |
| 5 |
VF Corp
VFC
|
+$6.89M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$14.9M |
| 2 |
WRD
WildHorse Resource Development
WRD
|
+$14.3M |
| 3 |
Floor & Decor
FND
|
+$12.9M |
| 4 |
WW
WW International
WW
|
+$12.3M |
| 5 |
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% |