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
$525M
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.24M
3
+$1.33M
4
DINO icon
HF Sinclair
DINO
+$1.22M
5
WFC icon
Wells Fargo
WFC
+$1.17M

Top Sells

1
+$4.54M
2
+$4.07M
3
+$3.47M
4
MSFT icon
Microsoft
MSFT
+$2.67M
5
JBL icon
Jabil
JBL
+$1.82M

Sector Composition

1 Financials 23.76%
2 Technology 15.36%
3 Healthcare 12.3%
4 Industrials 10.73%
5 Consumer Staples 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.04M 1.34%
75,823
-804
27
$6.75M 1.29%
64,542
-975
28
$6.59M 1.26%
93,471
-18,098
29
$6.33M 1.21%
130,559
-12,376
30
$6.11M 1.16%
216,252
-8,000
31
$5.75M 1.09%
44,644
+10,326
32
$5.65M 1.08%
170,278
-14,660
33
$5.63M 1.07%
190,095
-3,020
34
$5.62M 1.07%
132,889
-22,735
35
$5.53M 1.05%
117,050
36
$5.39M 1.03%
51,559
-980
37
$5.31M 1.01%
339,179
-5,246
38
$5.2M 0.99%
150,306
-1,840
39
$5.14M 0.98%
74,877
-1,075
40
$5.08M 0.97%
121,028
-2,592
41
$4.93M 0.94%
120,000
42
$4.92M 0.94%
45,218
-572
43
$4.78M 0.91%
260,000
44
$4.66M 0.89%
80,000
-5,000
45
$4.62M 0.88%
211,485
-83,465
46
$4.57M 0.87%
50,708
-950
47
$4.54M 0.87%
46,800
48
$4.25M 0.81%
90,000
49
$4.25M 0.81%
111,486
+21,030
50
$4.15M 0.79%
336,800
-60,000
1
2
3 4 5