BCMNY

Buckingham Capital Management (New York) Portfolio holdings

AUM $542M
1-Year Est. Return 5.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-5.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$825M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.97M
3
+$6.09M
4
WOW
WideOpenWest
WOW
+$5.52M
5
LUV icon
Southwest Airlines
LUV
+$5.16M

Top Sells

1
+$12M
2
+$9.7M
3
+$9.55M
4
HEES
H&E Equipment Services
HEES
+$8.24M
5
FLS icon
Flowserve
FLS
+$6.06M

Sector Composition

1 Consumer Discretionary 49.89%
2 Industrials 20.38%
3 Energy 7.96%
4 Financials 7.96%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.9M 3.38%
476,500
-54,660
2
$23.8M 2.88%
193,176
-42,271
3
$21.4M 2.59%
674,262
-138,405
4
$20.7M 2.5%
108,965
-16,724
5
$20.5M 2.49%
309,514
-30,087
6
$20.1M 2.44%
796,221
-4,074
7
$20M 2.42%
916,086
-103,733
8
$18.9M 2.29%
337,107
+37,431
9
$18.6M 2.25%
127,737
-27,015
10
$18.5M 2.24%
501,144
-108,067
11
$18.1M 2.19%
131,604
-74,266
12
$17.8M 2.16%
100,904
-2,067
13
$17.5M 2.12%
267,590
+87,743
14
$17.3M 2.1%
100,500
-2,059
15
$17.1M 2.07%
579,056
-2,967
16
$16.1M 1.95%
669,806
-97,618
17
$15.7M 1.9%
414,532
+3,606
18
$15.6M 1.89%
139,778
+17,586
19
$14.7M 1.78%
331,719
-21,126
20
$14.7M 1.77%
279,234
-1,434
21
$14.3M 1.74%
178,620
-3,657
22
$14M 1.69%
174,175
-47,806
23
$13.7M 1.66%
261,260
-118,080
24
$13.6M 1.65%
114,363
-14,013
25
$13.4M 1.63%
643,122
-134,212
1
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