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
$386M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$2.02M
3
+$1.87M
4
CASY icon
Casey's General Stores
CASY
+$1.37M
5
CRL icon
Charles River Laboratories
CRL
+$1.27M

Top Sells

1
+$7.41M
2
+$2.13M
3
+$1.13M
4
META icon
Meta Platforms (Facebook)
META
+$982K
5
AAPL icon
Apple
AAPL
+$829K

Sector Composition

1 Technology 18.34%
2 Healthcare 15.97%
3 Financials 13.74%
4 Consumer Staples 11.46%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.49M 1.42%
10,867
+168
27
$5.21M 1.35%
59,735
-321
28
$4.88M 1.26%
120,971
-125
29
$4.87M 1.26%
20,296
+54
30
$4.58M 1.19%
48,559
+367
31
$4.46M 1.16%
25,197
+4,758
32
$4.37M 1.13%
37,742
+2,873
33
$4.32M 1.12%
46,138
-203
34
$4.3M 1.11%
79,915
-175
35
$4.22M 1.09%
56,769
+745
36
$4.16M 1.08%
1,941
-5
37
$3.67M 0.95%
109,736
-7,846
38
$3.66M 0.95%
34,994
-419
39
$3.65M 0.95%
36,927
-11
40
$3.62M 0.94%
90,514
-1,573
41
$3.51M 0.91%
30,977
-264
42
$3.51M 0.91%
53,144
+868
43
$3.45M 0.89%
17,055
+6,755
44
$3.34M 0.87%
9,283
-12
45
$3.19M 0.83%
133,999
+19,708
46
$3.02M 0.78%
25,101
-3,201
47
$2.92M 0.76%
52,196
48
$2.83M 0.73%
46,019
+1,800
49
$2.71M 0.7%
29,151
+175
50
$2.69M 0.7%
13,688
+6,438
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