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
51
$4.1M 0.78%
32,596
-593
52
$3.95M 0.75%
31,538
-433
53
$3.77M 0.72%
55,520
-2,600
54
$3.73M 0.71%
145,455
-10,350
55
$3.72M 0.71%
46,494
+5,893
56
$3.54M 0.67%
+44,175
57
$3.51M 0.67%
143,420
+49,770
58
$3.44M 0.66%
88,758
-14,595
59
$3.28M 0.63%
136,240
-18,115
60
$3.28M 0.62%
90,000
-20,000
61
$3.27M 0.62%
160,000
62
$3.19M 0.61%
36,185
-315
63
$3.13M 0.6%
100,000
-130,000
64
$3.09M 0.59%
223,885
-70,200
65
$3.01M 0.57%
12,555
-6,474
66
$2.94M 0.56%
233,710
-53,685
67
$2.9M 0.55%
48,961
-899
68
$2.88M 0.55%
78,335
-3,477
69
$2.75M 0.52%
332,835
-34,550
70
$2.74M 0.52%
39,388
-730
71
$2.69M 0.51%
170,930
-23,275
72
$2.69M 0.51%
170,905
+28,125
73
$2.58M 0.49%
196,216
-47,032
74
$2.47M 0.47%
160,775
-37,850
75
$2.41M 0.46%
122,275
-23,615
1 2
3
4 5