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
$550M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$2.79M
2 +$2.76M
3 +$2.58M
4
CPE
Callon Petroleum Company
CPE
+$1.77M
5
GME icon
GameStop
GME
+$1.66M

Top Sells

1 +$3.24M
2 +$3.18M
3 +$1.98M
4
CAT icon
Caterpillar
CAT
+$1.96M
5
MSFT icon
Microsoft
MSFT
+$1.45M

Sector Composition

1 Financials 25.12%
2 Technology 14.73%
3 Healthcare 12.73%
4 Industrials 9.48%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$4.65M 0.85%
43,778
-30,500
52
$4.63M 0.84%
80,000
53
$4.5M 0.82%
84,084
-437
54
$4.37M 0.79%
142,388
55
$3.96M 0.72%
140,210
-2,015
56
$3.96M 0.72%
144,100
+3,145
57
$3.89M 0.71%
100,000
58
$3.76M 0.68%
44,954
-830
59
$3.73M 0.68%
29,870
-7,582
60
$3.68M 0.67%
85,010
-3,650
61
$3.61M 0.66%
363,059
62
$3.59M 0.65%
196,370
-13,090
63
$3.55M 0.65%
180,000
+140,000
64
$3.52M 0.64%
34,400
-600
65
$3.44M 0.63%
43,257
-557
66
$3.41M 0.62%
12,294
-95
67
$3.27M 0.59%
145,705
+20,000
68
$3.24M 0.59%
85,000
69
$3.12M 0.57%
120,000
70
$3.11M 0.57%
237,755
-565
71
$2.79M 0.51%
+146,796
72
$2.69M 0.49%
159,865
-5,000
73
$2.69M 0.49%
203,630
+34,790
74
$2.51M 0.46%
76,100
-990
75
$2.32M 0.42%
107,870