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
$825M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.68M
3
+$6.75M
4
LUV icon
Southwest Airlines
LUV
+$5.74M
5
PCAR icon
PACCAR
PCAR
+$5.1M

Top Sells

1
+$13.9M
2
+$10.2M
3
+$9.97M
4
HEES
H&E Equipment Services
HEES
+$9.79M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.18M

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 3.34%
476,500
-54,660
2
$23.8M 2.85%
193,176
-42,271
3
$21.4M 2.56%
674,262
-138,405
4
$20.7M 2.47%
108,965
-16,724
5
$20.5M 2.46%
309,514
-30,087
6
$20.1M 2.41%
796,221
-4,074
7
$20M 2.39%
916,086
-103,733
8
$18.9M 2.26%
337,107
+37,431
9
$18.6M 2.22%
127,737
-27,015
10
$18.5M 2.21%
501,144
-108,067
11
$18.1M 2.16%
131,604
-74,266
12
$17.8M 2.13%
100,904
-2,067
13
$17.5M 2.1%
267,590
+87,743
14
$17.3M 2.07%
100,500
-2,059
15
$17.1M 2.05%
579,056
-2,967
16
$16.1M 1.93%
669,806
-97,618
17
$15.7M 1.88%
414,532
+3,606
18
$15.6M 1.86%
139,778
+17,586
19
$14.7M 1.76%
331,719
-21,126
20
$14.7M 1.75%
279,234
-1,434
21
$14.3M 1.72%
178,620
-3,657
22
$14M 1.67%
174,175
-47,806
23
$13.7M 1.64%
261,260
-118,080
24
$13.6M 1.63%
114,363
-14,013
25
$13.4M 1.61%
643,122
-134,212
1
2 3 4