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
51
$3.12M 0.74%
51,785
-30
52
$2.94M 0.7%
89,075
-41,025
53
$2.94M 0.7%
87,793
-100
54
$2.92M 0.7%
22,234
-2,389
55
$2.85M 0.68%
24,692
-50
56
$2.72M 0.65%
16,073
-25
57
$2.6M 0.62%
6,236
+39
58
$2.37M 0.56%
15,480
+88
59
$2.22M 0.53%
22,702
-734
60
$2.09M 0.5%
27,274
-132
61
$1.9M 0.45%
15,052
-3,610
62
$1.86M 0.44%
16,020
-4,855
63
$1.86M 0.44%
19,580
64
$1.86M 0.44%
11,245
-3,365
65
$1.82M 0.43%
73,172
66
$1.74M 0.41%
9,012
-2,600
67
$1.7M 0.4%
12,314
68
$1.7M 0.4%
28,723
+1
69
$1.64M 0.39%
18,254
-12,369
70
$1.64M 0.39%
36,144
-11,215
71
$1.53M 0.36%
18,308
-5,568
72
$1.35M 0.32%
11,915
-3,550
73
$1.28M 0.31%
3,260
-70
74
$1.28M 0.3%
10,577
-235
75
$1.22M 0.29%
40,101
1 2
3
4 5