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
$527M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.81M
3
+$2.67M
4
WELL icon
Welltower
WELL
+$2.44M
5
NLY icon
Annaly Capital Management
NLY
+$1.58M

Top Sells

1
+$5.53M
2
+$4.37M
3
+$4.25M
4
AIR icon
AAR Corp
AIR
+$3.13M
5
LNC icon
Lincoln National
LNC
+$2.65M

Sector Composition

1 Financials 25.06%
2 Technology 15.36%
3 Healthcare 11.64%
4 Industrials 9.92%
5 Consumer Discretionary 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.12M 1.35%
140,310
+9,751
27
$7.04M 1.33%
318,329
-20,850
28
$6.86M 1.3%
124,498
-79,350
29
$6.77M 1.28%
103,695
-2,115
30
$6.4M 1.21%
160,545
+39,517
31
$6.33M 1.2%
92,004
-1,467
32
$6.13M 1.16%
211,544
-4,708
33
$5.84M 1.11%
50,598
-961
34
$5.81M 1.1%
168,338
-1,940
35
$5.7M 1.08%
42,474
-2,170
36
$5.35M 1.01%
90,000
37
$5.32M 1.01%
73,707
-1,170
38
$5.28M 1%
186,655
-3,440
39
$5.06M 0.96%
46,800
40
$5.04M 0.96%
148,051
-2,255
41
$5M 0.95%
80,000
42
$4.93M 0.94%
208,185
-3,300
43
$4.92M 0.93%
118,687
-14,202
44
$4.77M 0.91%
143,355
-2,100
45
$4.76M 0.9%
100,000
-20,000
46
$4.69M 0.89%
44,808
-410
47
$4.61M 0.88%
140,850
-2,570
48
$4.53M 0.86%
38,718
-11,990
49
$4.43M 0.84%
30,818
-720
50
$4.38M 0.83%
56,880
+12,705
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