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
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
1
$12.8M 2.51%
137,021
-1,675
2
$12.7M 2.48%
285,941
-2,950
3
$11.2M 2.19%
92,503
-1,059
4
$10.8M 2.12%
145,813
-520
5
$10.3M 2.03%
252,310
-1,540
6
$10M 1.96%
336,132
-4,617
7
$9.97M 1.95%
138,598
-1,515
8
$9.6M 1.88%
157,452
+8,790
9
$9.21M 1.8%
95,485
-1,000
10
$9.17M 1.8%
178,618
-1,350
11
$7.86M 1.54%
319,598
-4,154
12
$7.59M 1.49%
160,000
+10,000
13
$7.35M 1.44%
53,061
+2,430
14
$7.14M 1.4%
159,684
-1,920
15
$7.04M 1.38%
86,925
-16,984
16
$6.98M 1.37%
+150,617
17
$6.94M 1.36%
53,627
+32,102
18
$6.94M 1.36%
230,269
+66,595
19
$6.74M 1.32%
56,848
-544
20
$6.72M 1.32%
300,638
+9,010
21
$6.71M 1.31%
255,492
-3,185
22
$6.66M 1.3%
80,815
-781
23
$6.5M 1.27%
21,852
-218
24
$6.2M 1.21%
83,661
+23,248
25
$6.05M 1.19%
29,201
-654
1
2 3 4 5