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
$327M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$976K
3
+$962K
4
MSFT icon
Microsoft
MSFT
+$955K
5
MA icon
Mastercard
MA
+$808K

Top Sells

1
+$1.42M
2
+$715K
3
+$709K
4
LMT icon
Lockheed Martin
LMT
+$343K
5
PNC icon
PNC Financial Services
PNC
+$135K

Sector Composition

1 Technology 19.74%
2 Healthcare 15.77%
3 Financials 14.78%
4 Consumer Staples 11.4%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.66M 1.42%
165,473
+25,452
27
$4.39M 1.34%
78,384
+2,350
28
$4.33M 1.32%
29,100
29
$4.33M 1.32%
167,438
+11,818
30
$4.24M 1.3%
21,943
+2,525
31
$4.22M 1.29%
114,705
+19,575
32
$4.15M 1.27%
59,255
+1,817
33
$3.81M 1.17%
85,277
+2,548
34
$3.78M 1.16%
47,820
+816
35
$3.76M 1.15%
31,348
+645
36
$3.6M 1.1%
38,236
+1,474
37
$3.52M 1.08%
3,121
+331
38
$3.37M 1.03%
22,752
-4,791
39
$3.24M 0.99%
19,958
+1,260
40
$3.12M 0.95%
100,167
+30,863
41
$3.01M 0.92%
116,772
+4,366
42
$2.96M 0.9%
23,360
+130
43
$2.88M 0.88%
62,693
+10,265
44
$2.74M 0.84%
59,772
+711
45
$2.34M 0.71%
52,343
+431
46
$2.29M 0.7%
44,298
+11,602
47
$2.08M 0.64%
71,318
+864
48
$2.03M 0.62%
19,278
-1,284
49
$1.87M 0.57%
35,174
-407
50
$1.74M 0.53%
15,654
+6,483
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