BCM
Buckhead Capital Management Portfolio holdings
AUM
$275M
1-Year Est. Return
14.63%
1 Year Est. Return
+14.63%
AUM
$259M
AUM Growth
-$53.1M
(-17%)
Holding
130
Top Buys
| 1 | +$2.72M | |
| 2 | +$2.19M | |
| 3 | +$1.68M | |
| 4 |
Icon
ICLR
|
+$1.31M |
| 5 |
SPS Commerce
SPSC
|
+$1.27M |
Top Sells
| 1 | +$5.87M | |
| 2 | +$4.28M | |
| 3 | +$3.94M | |
| 4 |
JPMorgan Chase
JPM
|
+$3.49M |
| 5 |
Gentex
GNTX
|
+$3.14M |
Sector Composition
| 1 | Technology | 28.15% |
| 2 | Financials | 15.75% |
| 3 | Consumer Discretionary | 15.07% |
| 4 | Healthcare | 9.57% |
| 5 | Industrials | 9.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.8T
| $14.3M | 5.54% |
28,819
-2,514
|
|
||
2
Apple
AAPL
$3.66T
| $11.7M | 4.51% |
56,881
+64
|
|
||
3
Home Depot
HD
$383B
| $8.67M | 3.35% |
23,652
-18
|
|
||
4
Amazon
AMZN
$2.29T
| $6.23M | 2.41% |
28,407
+3,948
|
|
||
5
Berkshire Hathaway Class B
BRK.B
$1.06T
| $6.17M | 2.39% |
12,711
-8,117
|
|
||
6
Alphabet (Google) Class A
GOOGL
$3.04T
| $5.74M | 2.22% |
32,571
-7,260
|
|
||
7
Guidewire Software
GWRE
$20.7B
| $5.56M | 2.15% |
23,596
-5,061
|
|
||
8
Visa
V
$653B
| $5.14M | 1.99% |
14,466
+197
|
|
||
|
9
JPMorgan Chase
JPM
$826B
| $5.05M | 1.95% |
17,417
-12,037
|
|
||
10
Amphenol
APH
$155B
| $4.97M | 1.92% |
50,281
-13,888
|
|
||
11
UnitedHealth
UNH
$323B
| $4.92M | 1.9% |
15,764
+1,096
|
|
||
12
Fiserv
FI
$65B
| $4.88M | 1.89% |
28,285
-4,106
|
|
||
13
Texas Instruments
TXN
$159B
| $4.86M | 1.88% |
23,419
-10,259
|
|
||
14
Johnson & Johnson
JNJ
$461B
| $4.82M | 1.86% |
31,565
-18,120
|
|
||
15
Roper Technologies
ROP
$53.6B
| $4.8M | 1.86% |
8,470
-2,821
|
|
||
16
AutoZone
AZO
$67B
| $4.71M | 1.82% |
1,269
-304
|
|
||
17
Watsco Inc
WSO
$14.9B
| $4.61M | 1.78% |
10,438
-700
|
|
||
18
Casey's General Stores
CASY
$20.8B
| $4.59M | 1.77% |
8,989
-2,893
|
|
||
19
Fortinet
FTNT
$63.1B
| $4.57M | 1.77% |
43,269
+2,532
|
|
||
20
Chevron
CVX
$305B
| $4.47M | 1.73% |
31,239
-13,258
|
|
||
21
Aon
AON
$73.4B
| $4.29M | 1.66% |
12,036
-1,774
|
|
||
22
American Express
AXP
$226B
| $4.2M | 1.62% |
13,157
+40
|
|
||
23
PepsiCo
PEP
$209B
| $4.13M | 1.6% |
31,302
-9,427
|
|
||
24
Raymond James Financial
RJF
$32.2B
| $4.12M | 1.59% |
26,848
-9,302
|
|
||
25
Tyler Technologies
TYL
$21.8B
| $4.03M | 1.56% |
6,795
+1
|
|