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
$794M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.6M
3
+$9.57M
4
SNDR icon
Schneider National
SNDR
+$8.63M
5
FDX icon
FedEx
FDX
+$7.46M

Top Sells

1
+$11.4M
2
+$9.07M
3
+$7.78M
4
R icon
Ryder
R
+$6.65M
5
AZO icon
AutoZone
AZO
+$6.65M

Sector Composition

1 Consumer Discretionary 54.07%
2 Industrials 18.75%
3 Financials 7.06%
4 Communication Services 6.16%
5 Healthcare 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.1M 3.52%
621,160
2
$26.7M 3.12%
233,122
-9,763
3
$22.1M 2.59%
467,813
-40,000
4
$21.1M 2.46%
942,279
+323,885
5
$20.9M 2.44%
227,009
+5,184
6
$19.9M 2.33%
259,195
-35,000
7
$19.7M 2.31%
128,640
8
$19.3M 2.25%
481,982
+3,268
9
$18.8M 2.2%
413,200
10
$18.3M 2.14%
340,012
+24,258
11
$17.8M 2.08%
766,537
-85,519
12
$17.7M 2.08%
445,450
+5,000
13
$17.7M 2.07%
359,201
14
$17.1M 2%
167,245
+53,000
15
$16.8M 1.96%
767,797
+67,345
16
$15.5M 1.82%
1,012,696
+82,096
17
$15.5M 1.81%
142,025
+5,475
18
$15.3M 1.79%
101,268
19
$15.1M 1.77%
419,278
+6,000
20
$14.2M 1.66%
+100,863
21
$14M 1.64%
577,958
+25,860
22
$13.3M 1.55%
202,561
+5,711
23
$13.3M 1.55%
531,196
+661
24
$12.6M 1.48%
320,053
-34,347
25
$12.5M 1.46%
253,581
-15,000
1
2 3 4