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
$527M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.81M
3
+$2.67M
4
WELL icon
Welltower
WELL
+$2.44M
5
NLY icon
Annaly Capital Management
NLY
+$1.58M

Top Sells

1
+$5.53M
2
+$4.37M
3
+$4.25M
4
AIR icon
AAR Corp
AIR
+$3.13M
5
LNC icon
Lincoln National
LNC
+$2.65M

Sector Composition

1 Financials 25.06%
2 Technology 15.36%
3 Healthcare 11.64%
4 Industrials 9.92%
5 Consumer Discretionary 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$531K 0.1%
34,950
+8,336
127
$509K 0.1%
9,135
128
$508K 0.1%
51,565
129
$505K 0.1%
8,294
-600
130
$502K 0.1%
15,666
-107
131
$483K 0.09%
11,670
-3,000
132
$482K 0.09%
26,730
+13,375
133
$476K 0.09%
9,480
+1,820
134
$464K 0.09%
4,062
135
$462K 0.09%
38,865
-6,700
136
$454K 0.09%
126,000
-13,155
137
$417K 0.08%
8,664
138
$396K 0.08%
7,320
+170
139
$393K 0.07%
28,505
-7,400
140
$392K 0.07%
6,862
-32,526
141
$388K 0.07%
25,754
-5,810
142
$384K 0.07%
68,400
-120,844
143
$374K 0.07%
3,022
-705
144
$367K 0.07%
51,330
-24,575
145
$349K 0.07%
15,815
-4,000
146
$348K 0.07%
5,855
147
$337K 0.06%
10,330
-20,000
148
$329K 0.06%
9,605
-2,500
149
$320K 0.06%
5,965
-130
150
$318K 0.06%
5,825
-2,050
4 5
6
7 8