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
126
$876K 0.17%
75,097
+438
127
$856K 0.17%
74,652
+418
128
$855K 0.17%
94,155
-1,080
129
$849K 0.17%
31,982
-393
130
$835K 0.16%
50,567
+23,052
131
$810K 0.16%
51,739
132
$808K 0.16%
21,516
-515
133
$804K 0.16%
59,125
+10,000
134
$801K 0.16%
+56,449
135
$795K 0.16%
+143,325
136
$794K 0.16%
33,402
-775
137
$788K 0.15%
7,738
138
$783K 0.15%
93,692
+562
139
$779K 0.15%
+21,783
140
$756K 0.15%
10,710
141
$749K 0.15%
38,788
-603
142
$736K 0.14%
+74,664
143
$733K 0.14%
78,785
+453
144
$729K 0.14%
39,395
145
$723K 0.14%
18,295
146
$714K 0.14%
34,827
-57,161
147
$705K 0.14%
96,819
-1,119
148
$692K 0.14%
8,903
-10,166
149
$682K 0.13%
+138,088
150
$682K 0.13%
20,855
-315
4 5
6
7 8