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
$268M
AUM Growth
-$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$1.54M
3
+$1.42M
4
PM icon
Philip Morris
PM
+$1.25M
5
WSO icon
Watsco Inc
WSO
+$917K

Top Sells

1
+$7.16M
2
+$2.74M
3
+$2.5M
4
MTB icon
M&T Bank
MTB
+$2.26M
5
MSFT icon
Microsoft
MSFT
+$1.62M

Sector Composition

1 Technology 18.3%
2 Healthcare 17.08%
3 Financials 15.05%
4 Consumer Staples 12.3%
5 Industrials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.03M 1.51%
55,654
-566
27
$3.98M 1.49%
29,100
28
$3.9M 1.46%
27,543
+1
29
$3.84M 1.44%
155,620
-1,290
30
$3.81M 1.42%
140,021
-17,823
31
$3.69M 1.38%
76,034
-2,618
32
$3.31M 1.24%
36,762
-5,645
33
$3.28M 1.22%
95,130
-185
34
$3.23M 1.21%
18,698
+2,555
35
$3.14M 1.17%
82,729
-17,617
36
$3.13M 1.17%
19,418
+9,554
37
$3.11M 1.16%
47,004
+239
38
$2.85M 1.07%
30,703
-2,702
39
$2.6M 0.97%
23,230
-212
40
$2.49M 0.93%
112,406
-650
41
$2.49M 0.93%
59,061
-13,614
42
$2.36M 0.88%
2,790
+107
43
$2.3M 0.86%
51,912
-1,421
44
$2.02M 0.75%
52,428
-693
45
$1.97M 0.74%
20,562
-214
46
$1.73M 0.65%
70,454
+17,420
47
$1.68M 0.63%
69,304
-876
48
$1.54M 0.58%
49,066
-87,181
49
$1.5M 0.56%
32,696
-315
50
$1.46M 0.55%
19,929
-96
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