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
101
$1.23M 0.24%
24,550
102
$1.22M 0.24%
14,812
-173
103
$1.22M 0.24%
46,802
-926
104
$1.2M 0.24%
75,007
+22,966
105
$1.19M 0.23%
106,950
+542
106
$1.19M 0.23%
80,541
+35,447
107
$1.14M 0.22%
38,096
-964
108
$1.14M 0.22%
20,011
-5,518
109
$1.11M 0.22%
61,191
-573
110
$1.05M 0.21%
198,076
111
$1.03M 0.2%
25,667
+9,667
112
$1M 0.2%
23,538
-674
113
$999K 0.2%
51,084
+6,548
114
$991K 0.19%
42,125
+205
115
$987K 0.19%
27,203
-332
116
$976K 0.19%
46,956
+7,966
117
$958K 0.19%
47,127
+275
118
$944K 0.18%
38,413
-494
119
$935K 0.18%
70,272
+6,922
120
$925K 0.18%
26,391
-336
121
$924K 0.18%
200,000
+40,000
122
$912K 0.18%
31,712
-442
123
$897K 0.18%
40,339
-630
124
$889K 0.17%
3,196
-51
125
$886K 0.17%
+27,763
3 4
5
6 7