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
$420M
AUM Growth
-$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$515K
3
+$212K
4
AXP icon
American Express
AXP
+$33.1K
5
ORCL icon
Oracle
ORCL
+$24.9K

Top Sells

1
+$1.51M
2
+$1.36M
3
+$1.13M
4
DUK icon
Duke Energy
DUK
+$1.11M
5
REG icon
Regency Centers
REG
+$994K

Sector Composition

1 Technology 21.79%
2 Healthcare 13.92%
3 Financials 13.49%
4 Consumer Staples 10.62%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.8M 1.38%
83,520
-4,769
27
$5.17M 1.23%
30,451
+9,627
28
$4.92M 1.17%
20,170
-2,935
29
$4.87M 1.16%
37,565
-4,786
30
$4.84M 1.15%
38,343
-5,345
31
$4.78M 1.14%
56,665
-8,320
32
$4.6M 1.09%
88,814
33
$4.31M 1.03%
29,639
-4,259
34
$4.26M 1.02%
8,869
-208
35
$4.13M 0.98%
43,044
-15,736
36
$4.06M 0.97%
95,628
-13,218
37
$3.98M 0.95%
57,575
-980
38
$3.91M 0.93%
21,104
-3,558
39
$3.8M 0.9%
36,604
-795
40
$3.75M 0.89%
31,492
+209
41
$3.66M 0.87%
17,422
-2,667
42
$3.63M 0.86%
40,659
-601
43
$3.62M 0.86%
1,450
-64
44
$3.59M 0.86%
22,181
-3,524
45
$3.54M 0.84%
46,503
-2,693
46
$3.53M 0.84%
29,453
-3,596
47
$3.5M 0.83%
119,521
-14,774
48
$3.37M 0.8%
50,408
+7,694
49
$3.34M 0.8%
70,285
-8,627
50
$3.3M 0.78%
73,884
-4,116
1
2
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