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
$420M
AUM Growth
-$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$515K
3
+$212K
4
AXP icon
American Express
AXP
+$33.1K
5
ORCL icon
Oracle
ORCL
+$24.9K

Top Sells

1
+$1.51M
2
+$1.36M
3
+$1.13M
4
DUK icon
Duke Energy
DUK
+$1.11M
5
REG icon
Regency Centers
REG
+$994K

Sector Composition

1 Technology 21.79%
2 Healthcare 13.92%
3 Financials 13.49%
4 Consumer Staples 10.62%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.6M 5.14%
111,318
-479
2
$21.5M 5.11%
63,019
-453
3
$15M 3.57%
48,309
-69
4
$12.5M 2.97%
75,479
-3,332
5
$11.3M 2.69%
71,682
-4,882
6
$10.7M 2.54%
203,724
-13,344
7
$10.4M 2.48%
250,722
-13,856
8
$10.3M 2.46%
22,470
-211
9
$10.2M 2.42%
26,689
-2,554
10
$9.44M 2.25%
35,750
-2,602
11
$9.41M 2.24%
53,996
+190
12
$8.69M 2.07%
29,014
-1,902
13
$8.48M 2.02%
120,772
-2,345
14
$7.97M 1.9%
33,568
-62
15
$7.67M 1.83%
41,431
-5,084
16
$7.67M 1.83%
22,495
-3,305
17
$7.11M 1.69%
54,566
-119
18
$6.93M 1.65%
45,659
-159
19
$6.72M 1.6%
188,493
-8,419
20
$6.65M 1.58%
9,618
-30
21
$6.45M 1.54%
29,335
22
$6.4M 1.52%
59,648
-41
23
$6.18M 1.47%
168,559
-447
24
$6.1M 1.45%
26,900
25
$6.09M 1.45%
12,666
-1,452
1
2 3 4 5