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
101
$425K 0.1%
5,835
102
$422K 0.1%
10,384
-311
103
$419K 0.1%
2,545
104
$417K 0.1%
3,117
-75
105
$399K 0.1%
3,355
106
$399K 0.09%
2,215
-100
107
$371K 0.09%
1,965
108
$367K 0.09%
1,461
109
$358K 0.09%
2,716
-964
110
$352K 0.08%
6,290
111
$351K 0.08%
3,142
-20
112
$342K 0.08%
7,559
113
$330K 0.08%
2,280
114
$311K 0.07%
8,372
-1,274
115
$310K 0.07%
3,164
116
$310K 0.07%
2,575
117
$306K 0.07%
3,884
118
$298K 0.07%
2,428
119
$267K 0.06%
225
120
$240K 0.06%
969
121
$218K 0.05%
2,500
122
$213K 0.05%
1,300
123
$212K 0.05%
+475
124
$166K 0.04%
10,419
125
– –
-1,500
2 3 4
5
6