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 Inc. Common Stock
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
151
$679K 0.13%
18,812
-435
152
$679K 0.13%
16,127
-252
153
$636K 0.12%
33,995
154
$615K 0.12%
109,939
+483
155
$602K 0.12%
38,540
-117,930
156
$602K 0.12%
95,810
-1,467
157
$596K 0.12%
20,000
158
$542K 0.11%
11,509
-419
159
$532K 0.1%
95,224
+18,452
160
$515K 0.1%
9,474
161
$487K 0.1%
4,930
162
$447K 0.09%
8,965
163
$432K 0.08%
9,069
-500
164
$428K 0.08%
5,158
-125
165
$428K 0.08%
60,000
166
$422K 0.08%
8,895
-25,341
167
$418K 0.08%
40,556
168
$397K 0.08%
54,781
-53,744
169
$393K 0.08%
3,602
170
$374K 0.07%
5,828
-462
171
$359K 0.07%
9,520
172
$349K 0.07%
5,220
173
$330K 0.06%
5,894
-190
174
$323K 0.06%
4,680
-220
175
$322K 0.06%
51,565
-300
5 6
7
8 9