BCM

Buckhead Capital Management Portfolio holdings

AUM $275M
1-Year Est. Return 14.63%
This Quarter Est. Return
1 Year Est. Return
+14.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$4.15M
3
+$3.03M
4
WMT icon
Walmart
WMT
+$2.8M
5
WELL icon
Welltower
WELL
+$2.78M

Top Sells

1
+$6.25M
2
+$4.99M
3
+$3.62M
4
CMCSA icon
Comcast
CMCSA
+$3.3M
5
DVN icon
Devon Energy
DVN
+$2.49M

Sector Composition

1 Financials 24.8%
2 Technology 14.24%
3 Healthcare 11.93%
4 Industrials 11.7%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.98M 1.17%
58,502
-19,650
27
$5.97M 1.17%
75,739
-40
28
$5.91M 1.16%
75,110
+812
29
$5.73M 1.12%
87,648
-850
30
$5.47M 1.07%
39,054
-6,503
31
$5.38M 1.05%
345,140
32
$5.35M 1.05%
193,936
-6,304
33
$5.19M 1.02%
117,050
34
$5.17M 1.01%
131,061
-1,912
35
$5.13M 1%
52,020
-840
36
$5.12M 1%
120,000
37
$5.03M 0.98%
125,324
-790
38
$4.99M 0.98%
151,801
-2,430
39
$4.85M 0.95%
167,965
-1,065
40
$4.81M 0.94%
169,008
-116,102
41
$4.66M 0.91%
52,201
-1,672
42
$4.46M 0.87%
90,000
43
$4.41M 0.86%
46,762
-780
44
$4.36M 0.85%
230,000
+30,000
45
$4.27M 0.84%
36,973
-821
46
$4.25M 0.83%
49,656
-572
47
$4.22M 0.83%
127,667
-64,488
48
$4.14M 0.81%
200,000
+20,000
49
$4.14M 0.81%
71,047
+3,617
50
$4.1M 0.8%
130,128
-2,287
1
2
3 4 5