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
$333M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$1.18M
3
+$847K
4
RY icon
Royal Bank of Canada
RY
+$788K
5
SO icon
Southern Company
SO
+$595K

Top Sells

1
+$1.58M
2
+$1.4M
3
+$1.37M
4
MSFT icon
Microsoft
MSFT
+$1.01M
5
GE icon
GE Aerospace
GE
+$820K

Sector Composition

1 Technology 16.71%
2 Financials 16.2%
3 Healthcare 14.56%
4 Consumer Staples 11.76%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.93M 1.78%
384,547
+21,285
27
$5.34M 1.6%
148,586
+516
28
$4.92M 1.48%
44,039
-4,745
29
$4.85M 1.46%
156,297
+18,545
30
$4.81M 1.45%
29,100
31
$4.51M 1.36%
94,473
+579
32
$4.14M 1.24%
25,293
+2,102
33
$3.95M 1.19%
70,088
-45
34
$3.88M 1.17%
72,922
+810
35
$3.78M 1.14%
26,106
-4,769
36
$3.65M 1.1%
54,624
+287
37
$3.58M 1.08%
24,322
+130
38
$3.54M 1.06%
+11,999
39
$3.44M 1.03%
39,695
+195
40
$3.35M 1.01%
136,183
+405
41
$3.24M 0.97%
16,692
+383
42
$3.2M 0.96%
37,984
+395
43
$2.96M 0.89%
21,522
+100
44
$2.85M 0.86%
35,000
-78
45
$2.73M 0.82%
53,687
-400
46
$2.73M 0.82%
74,820
+609
47
$2.57M 0.77%
19,513
48
$2.54M 0.76%
54,969
+25,441
49
$2.54M 0.76%
53,653
-10,585
50
$2.26M 0.68%
13,300
1
2
3 4