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
$525M
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.24M
3
+$1.33M
4
DINO icon
HF Sinclair
DINO
+$1.22M
5
WFC icon
Wells Fargo
WFC
+$1.17M

Top Sells

1
+$4.54M
2
+$4.07M
3
+$3.47M
4
MSFT icon
Microsoft
MSFT
+$2.67M
5
JBL icon
Jabil
JBL
+$1.82M

Sector Composition

1 Financials 23.76%
2 Technology 15.36%
3 Healthcare 12.3%
4 Industrials 10.73%
5 Consumer Staples 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14M 2.66%
159,907
-2,897
2
$13.6M 2.59%
115,232
-29,383
3
$12.6M 2.41%
219,302
-46,395
4
$12.6M 2.4%
88,813
-1,160
5
$11.8M 2.25%
177,124
-1,761
6
$11.1M 2.11%
344,369
-8,293
7
$10.2M 1.94%
237,385
-23,355
8
$10.1M 1.93%
268,324
-5,555
9
$10.1M 1.93%
329,691
-4,830
10
$9.95M 1.89%
111,800
+10,539
11
$9.2M 1.75%
52,445
-8,087
12
$9.03M 1.72%
203,848
+26,405
13
$8.82M 1.68%
98,303
-1,256
14
$8.57M 1.63%
270,257
-6,325
15
$8.54M 1.63%
193,243
-2,765
16
$8.46M 1.61%
132,067
-3,198
17
$8.2M 1.56%
22,622
-380
18
$8.15M 1.55%
53,691
-2,082
19
$8.13M 1.55%
79,034
-1,192
20
$8.1M 1.54%
157,878
-13,355
21
$8.05M 1.53%
90,722
-2,773
22
$7.98M 1.52%
54,139
-564
23
$7.52M 1.43%
160,000
24
$7.49M 1.43%
105,810
-1,501
25
$7.15M 1.36%
297,549
-6,690
1
2 3 4 5