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
$527M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.81M
3
+$2.67M
4
WELL icon
Welltower
WELL
+$2.44M
5
NLY icon
Annaly Capital Management
NLY
+$1.58M

Top Sells

1
+$5.53M
2
+$4.37M
3
+$4.25M
4
AIR icon
AAR Corp
AIR
+$3.13M
5
LNC icon
Lincoln National
LNC
+$2.65M

Sector Composition

1 Financials 25.06%
2 Technology 15.36%
3 Healthcare 11.64%
4 Industrials 9.92%
5 Consumer Discretionary 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 2.67%
156,032
-3,875
2
$13.4M 2.55%
155,517
-21,607
3
$13.3M 2.52%
87,775
-1,038
4
$13.1M 2.48%
113,652
-1,580
5
$12.2M 2.31%
195,847
-23,455
6
$10.7M 2.03%
207,988
+14,745
7
$10.4M 1.98%
338,024
-6,345
8
$10.4M 1.97%
323,779
-5,912
9
$9.92M 1.88%
193,080
-44,305
10
$9.6M 1.82%
129,552
-2,515
11
$9.53M 1.81%
262,744
-5,580
12
$9.1M 1.73%
77,314
-1,720
13
$8.41M 1.6%
22,098
-524
14
$8.34M 1.58%
52,535
-1,156
15
$8.33M 1.58%
51,553
-892
16
$8.32M 1.58%
169,158
+11,280
17
$8.2M 1.56%
97,520
-783
18
$7.99M 1.52%
264,457
-5,800
19
$7.95M 1.51%
120,000
-40,000
20
$7.93M 1.5%
53,102
-1,037
21
$7.88M 1.49%
341,904
+44,355
22
$7.77M 1.47%
74,528
-1,295
23
$7.28M 1.38%
92,219
-19,581
24
$7.27M 1.38%
62,943
-1,599
25
$7.24M 1.37%
78,095
-12,627
1
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