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
126
-1,500
127
-16,252