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
$465M
AUM Growth
-$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.65M
3
+$1.21M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$1.01M
5
ABDC
Alcentra Capital Corp
ABDC
+$787K

Top Sells

1
+$5.68M
2
+$4.05M
3
+$3.68M
4
FHI icon
Federated Hermes
FHI
+$3.62M
5
AXP icon
American Express
AXP
+$3.58M

Sector Composition

1 Financials 24.66%
2 Technology 15.45%
3 Healthcare 11.29%
4 Industrials 9.86%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.43M 1.38%
167,133
+65
27
$6.25M 1.34%
127,239
-39,450
28
$6.22M 1.34%
336,800
29
$6.19M 1.33%
46,800
30
$6.09M 1.31%
79,119
-25,110
31
$6.07M 1.3%
100,000
+20,000
32
$6.04M 1.3%
240,000
33
$5.77M 1.24%
202,105
34
$5.34M 1.15%
32,648
+40
35
$5.21M 1.12%
148,163
-66,710
36
$5.2M 1.12%
115,549
-660
37
$5.08M 1.09%
92,206
-31,000
38
$5.08M 1.09%
142,388
39
$4.38M 0.94%
196,370
40
$4.32M 0.93%
43,868
+90
41
$4.03M 0.87%
240,000
+60,000
42
$3.96M 0.85%
145,705
43
$3.93M 0.85%
100,000
44
$3.88M 0.83%
85,000
45
$3.76M 0.81%
34,400
46
$3.72M 0.8%
26,804
-25,203
47
$3.69M 0.79%
27,223
-23,116
48
$3.66M 0.79%
96,473
-52,970
49
$3.65M 0.79%
57,711
-34,330
50
$3.64M 0.78%
330,000
+150,000
1
2
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