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
76
$2.27M 0.44%
43,570
-2,489
77
$2.2M 0.43%
+44,975
78
$2.05M 0.4%
54,386
+43,730
79
$2.03M 0.4%
17,289
-314
80
$1.96M 0.38%
64,360
81
$1.96M 0.38%
200,000
+50,000
82
$1.88M 0.37%
81,385
-498
83
$1.87M 0.37%
116,270
+14,399
84
$1.87M 0.37%
167,607
-1,625
85
$1.85M 0.36%
44,239
-230
86
$1.72M 0.34%
149,876
+17,593
87
$1.54M 0.3%
10,468
88
$1.52M 0.3%
28,548
-394
89
$1.52M 0.3%
116,960
+5,323
90
$1.44M 0.28%
248,049
+1,025
91
$1.43M 0.28%
24,477
+5,732
92
$1.39M 0.27%
17,567
-850
93
$1.37M 0.27%
100,806
-700
94
$1.36M 0.27%
156,658
-1,990
95
$1.34M 0.26%
32,627
-1,255
96
$1.34M 0.26%
69,311
-1,009
97
$1.28M 0.25%
41,098
-223
98
$1.27M 0.25%
33,150
99
$1.26M 0.25%
87,275
+25,705
100
$1.25M 0.24%
80,847
-549
2 3
4
5 6