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
76
$2.48M 0.47%
110,350
-5,400
77
$2.24M 0.42%
185,463
-23,375
78
$1.98M 0.38%
111,920
-58,985
79
$1.86M 0.35%
321,595
+81,800
80
$1.86M 0.35%
160,000
81
$1.85M 0.35%
34,454
82
$1.77M 0.34%
11,300
83
$1.7M 0.32%
31,040
-150
84
$1.51M 0.29%
91,475
85
$1.5M 0.28%
73,887
-49,670
86
$1.41M 0.27%
8,468
87
$1.38M 0.26%
15,055
-27
88
$1.36M 0.26%
26,600
89
$1.28M 0.24%
194,188
-31,100
90
$1.27M 0.24%
40,000
+10,000
91
$1.05M 0.2%
84,735
-29,305
92
$1.05M 0.2%
18,357
93
$1.01M 0.19%
50,010
-20,375
94
$1M 0.19%
59,400
-5,300
95
$978K 0.19%
8,035
-325
96
$919K 0.17%
40,075
-33,830
97
$917K 0.17%
66,629
+19,639
98
$882K 0.17%
22,947
-30
99
$879K 0.17%
55,000
-39,135
100
$833K 0.16%
35,120
+6,335
2 3
4
5 6