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
$1.06B
AUM Growth
+$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$13.5M
3
+$12.7M
4
HD icon
Home Depot
HD
+$12.6M
5
AAPL icon
Apple
AAPL
+$10.7M

Top Sells

1
+$14.7M
2
+$13.8M
3
+$11.8M
4
BBY icon
Best Buy
BBY
+$10.4M
5
MWV
MEADWESTVACO CORP
MWV
+$8.95M

Sector Composition

1 Consumer Discretionary 57.38%
2 Industrials 16.06%
3 Financials 7.07%
4 Healthcare 4.81%
5 Energy 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.3M 3.91%
899,756
+6,290
2
$38M 3.52%
641,252
-6,962
3
$37M 3.42%
294,905
+8,768
4
$32.3M 2.99%
902,180
-27,854
5
$30.9M 2.86%
633,548
-88,903
6
$29.1M 2.69%
233,032
-43,470
7
$27.5M 2.54%
740,690
+104,880
8
$26.4M 2.44%
283,062
-148,270
9
$26.4M 2.44%
482,667
+38,632
10
$26M 2.41%
709,220
+368,620
11
$25.3M 2.34%
316,558
+32,987
12
$24.1M 2.23%
660,170
-15,220
13
$22.2M 2.06%
400,711
+185,988
14
$21.9M 2.03%
276,790
+159,460
15
$21.3M 1.97%
66,667
16
$21M 1.94%
140,420
+55,320
17
$20.1M 1.86%
456,237
+89,090
18
$19.6M 1.82%
263,400
-22,800
19
$19.5M 1.81%
1,470,600
+629,400
20
$18.8M 1.74%
718,510
-82,660
21
$17.9M 1.65%
127,900
+55,100
22
$16.7M 1.55%
875,600
-79,600
23
$16.3M 1.51%
648,370
-79,800
24
$16.1M 1.49%
+30,000
25
$16M 1.49%
837,200
+557,200
1
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