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
101
– –
-171,000
102
– –
-295,091
103
– –
-21,257
104
– –
-180,000
105
– –
-389,500
106
– –
-606,882
107
– –
0
108
– –
-193,073
1 2 3 4
5