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
51
$4.3M 0.82%
336,800
52
$4.26M 0.81%
63,631
+36,393
53
$4.23M 0.8%
32,016
-580
54
$4.18M 0.79%
240,000
-20,000
55
$3.94M 0.75%
85,376
-3,382
56
$3.88M 0.74%
54,629
-891
57
$3.83M 0.73%
90,000
58
$3.82M 0.73%
121,364
+29,526
59
$3.78M 0.72%
140,000
-20,000
60
$3.63M 0.69%
35,300
-885
61
$3.61M 0.69%
127,440
-8,800
62
$3.55M 0.67%
45,784
-710
63
$3.41M 0.65%
539,972
+445,048
64
$3.2M 0.61%
232,810
-900
65
$3.15M 0.6%
48,236
-725
66
$3.08M 0.58%
12,313
-242
67
$3.06M 0.58%
213,685
-10,200
68
$3.03M 0.58%
303,082
+102,985
69
$2.98M 0.57%
+138,200
70
$2.88M 0.55%
77,035
-1,300
71
$2.75M 0.52%
176,415
+15,640
72
$2.67M 0.51%
+90,730
73
$2.62M 0.5%
166,830
-4,100
74
$2.59M 0.49%
141,390
+19,115
75
$2.54M 0.48%
185,240
-10,976
1 2
3
4 5