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
76
$2.27M 0.43%
208,838
-42,320
77
$2.25M 0.43%
123,557
-37,430
78
$2.24M 0.43%
+91,838
79
$2.18M 0.42%
115,750
-58,480
80
$2.06M 0.39%
160,000
-40,000
81
$2.04M 0.39%
27,238
-13,580
82
$1.91M 0.36%
200,097
-48,720
83
$1.85M 0.35%
34,454
-2,550
84
$1.5M 0.29%
189,244
-48,201
85
$1.47M 0.28%
15,082
-1,875
86
$1.46M 0.28%
94,135
-15,400
87
$1.42M 0.27%
91,475
88
$1.37M 0.26%
31,190
89
$1.31M 0.25%
11,300
90
$1.27M 0.24%
26,600
91
$1.27M 0.24%
225,288
92
$1.2M 0.23%
239,795
-102,510
93
$1.19M 0.23%
73,905
+5,685
94
$1.18M 0.22%
114,040
-57,530
95
$1.16M 0.22%
70,385
-106,700
96
$1.12M 0.21%
8,468
-2,000
97
$1.06M 0.2%
64,700
-42,905
98
$964K 0.18%
8,360
-2,050
99
$926K 0.18%
18,357
-5,580
100
$904K 0.17%
36,090
-49,760
2 3
4
5 6