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
201
– –
-238,346
202
– –
-60,000
203
– –
-15,880
204
– –
-103,826
205
– –
-15,500
206
– –
-40,893
5 6 7 8
9