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
126
$581K 0.11%
10,990
127
$578K 0.11%
23,525
-22,685
128
$549K 0.1%
45,565
-32,800
129
$539K 0.1%
4,930
130
$534K 0.1%
50,400
-10,000
131
$525K 0.1%
31,215
-15,945
132
$516K 0.1%
8,159
-1,315
133
$515K 0.1%
8,894
+25
134
$513K 0.1%
14,670
-15,200
135
$512K 0.1%
4,062
136
$501K 0.1%
13,880
-7,400
137
$498K 0.09%
9,135
+30
138
$486K 0.09%
51,565
139
$481K 0.09%
35,905
-36,500
140
$467K 0.09%
15,773
141
$467K 0.09%
8,664
142
$455K 0.09%
18,545
-10,625
143
$436K 0.08%
16,465
-16,700
144
$417K 0.08%
3,727
-2,610
145
$404K 0.08%
7,660
+87
146
$390K 0.07%
69,565
-34,000
147
$376K 0.07%
31,564
-39,915
148
$375K 0.07%
19,815
-19,700
149
$357K 0.07%
6,095
-2,900
150
$354K 0.07%
14,545
-14,300
4 5
6
7 8