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
76
$1.14M 0.27%
20,186
-5,645
77
$1.11M 0.27%
1,420
-430
78
$1.01M 0.24%
1,883
-20
79
$1.01M 0.24%
2,150
-23
80
$934K 0.22%
12,350
81
$841K 0.2%
9,914
-725
82
$838K 0.2%
7,320
-2,170
83
$808K 0.19%
28,158
-44
84
$761K 0.18%
43,200
85
$746K 0.18%
2,130
86
$730K 0.17%
6,699
-75
87
$682K 0.16%
1,539
88
$630K 0.15%
13,824
89
$577K 0.14%
6,429
+37
90
$562K 0.13%
7,700
91
$561K 0.13%
6,303
92
$561K 0.13%
4,537
93
$544K 0.13%
2,770
94
$498K 0.12%
7,714
95
$484K 0.12%
1,279
96
$483K 0.11%
1,461
97
$480K 0.11%
11,198
98
$475K 0.11%
5,501
99
$473K 0.11%
3,000
100
$450K 0.11%
2,115
-282
2 3
4
5 6