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
101
$903K 0.17%
22,977
-1,050
102
$893K 0.17%
30,330
+330
103
$864K 0.16%
7,148
-500
104
$841K 0.16%
+30,000
105
$820K 0.16%
22,635
-12,750
106
$813K 0.15%
28,715
-16,665
107
$769K 0.15%
39,720
-32,415
108
$759K 0.14%
102,600
-59,000
109
$753K 0.14%
13,545
-10,700
110
$725K 0.14%
10,795
-4,200
111
$702K 0.13%
51,800
112
$696K 0.13%
139,155
-49,030
113
$686K 0.13%
11,520
114
$676K 0.13%
28,785
-8,020
115
$666K 0.13%
51,300
116
$663K 0.13%
75,905
-41,600
117
$662K 0.13%
4,985
118
$661K 0.13%
36,992
-1,115
119
$660K 0.13%
21,450
-9,200
120
$658K 0.13%
17,295
-1,000
121
$655K 0.12%
94,924
+54,708
122
$612K 0.12%
46,990
123
$610K 0.12%
24,845
-16,685
124
$593K 0.11%
9,295
125
$582K 0.11%
5,792
3 4
5
6 7