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
51
$3.99M 0.78%
228,626
+151,033
52
$3.81M 0.75%
49,800
53
$3.73M 0.73%
396,800
54
$3.66M 0.72%
363,266
+248,727
55
$3.64M 0.71%
39,264
-740
56
$3.63M 0.71%
59,452
57
$3.58M 0.7%
80,000
+67,674
58
$3.29M 0.64%
274,174
+803
59
$3.25M 0.64%
58,925
+15,582
60
$3.19M 0.63%
115,155
-130,716
61
$3.08M 0.6%
223,350
+51,203
62
$3.04M 0.6%
140,595
+129,450
63
$3.03M 0.59%
160,000
-1,040
64
$2.95M 0.58%
40,976
-495
65
$2.86M 0.56%
50,409
-745
66
$2.86M 0.56%
260,866
+97,599
67
$2.81M 0.55%
279,436
+95,466
68
$2.78M 0.54%
+41,058
69
$2.74M 0.54%
177,062
-20,016
70
$2.69M 0.53%
163,027
+69,634
71
$2.69M 0.53%
245,893
+31,469
72
$2.67M 0.52%
39,163
-393
73
$2.51M 0.49%
31,200
74
$2.39M 0.47%
174,217
-1,707
75
$2.31M 0.45%
+80,000
1 2
3
4 5