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
$240M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.03M
3
+$841K
4
GWRE icon
Guidewire Software
GWRE
+$613K
5
FANG icon
Diamondback Energy
FANG
+$382K

Top Sells

1
+$8.73M
2
+$8.62M
3
+$6.75M
4
ADP icon
Automatic Data Processing
ADP
+$6.45M
5
WMT icon
Walmart
WMT
+$6.14M

Sector Composition

1 Technology 22.11%
2 Financials 14.72%
3 Healthcare 13.94%
4 Consumer Discretionary 10.89%
5 Consumer Staples 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.2M 4.65%
35,380
-27,639
2
$10.4M 4.34%
60,944
-50,374
3
$7.85M 3.26%
25,974
-22,335
4
$7.24M 3.01%
20,678
-1,817
5
$6.85M 2.85%
43,999
-31,480
6
$6.76M 2.81%
40,107
-31,575
7
$6.38M 2.65%
12,652
-14
8
$5.62M 2.34%
126,808
-123,914
9
$5.49M 2.28%
32,413
-9,018
10
$5.04M 2.09%
12,317
-10,153
11
$4.8M 2%
17,691
-2,479
12
$4.8M 1.99%
53,309
+6,806
13
$4.78M 1.99%
39,730
+2,165
14
$4.72M 1.96%
88,527
-115,197
15
$4.39M 1.83%
16,995
-18,755
16
$4.23M 1.76%
8,742
-127
17
$4.18M 1.74%
11,065
-15,624
18
$4.16M 1.73%
36,830
-1,513
19
$4.11M 1.71%
28,369
-1,270
20
$4.05M 1.68%
20,219
-885
21
$3.96M 1.65%
94,284
-1,344
22
$3.9M 1.62%
13,751
-15,263
23
$3.85M 1.6%
106,291
-82,202
24
$3.83M 1.59%
24,698
+2,464
25
$3.77M 1.57%
19,242
+1,820
1
2 3 4 5