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
$414M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$611K
3
+$598K
4
WSO icon
Watsco Inc
WSO
+$416K
5
AMAT icon
Applied Materials
AMAT
+$222K

Top Sells

1
+$1.85M
2
+$1.45M
3
+$1.12M
4
APD icon
Air Products & Chemicals
APD
+$831K
5
LMT icon
Lockheed Martin
LMT
+$788K

Sector Composition

1 Technology 17.32%
2 Healthcare 16.13%
3 Financials 14.29%
4 Consumer Staples 11.34%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.61M 1.35%
10,583
-284
27
$5.19M 1.25%
119,010
-1,961
28
$4.86M 1.17%
19,748
-548
29
$4.55M 1.1%
33,912
-1,082
30
$4.44M 1.07%
36,320
-1,422
31
$4.42M 1.07%
19,719
+2,664
32
$4.42M 1.07%
43,700
-2,438
33
$4.33M 1.04%
56,531
-238
34
$4.31M 1.04%
90,514
35
$4.28M 1.03%
51,804
-1,340
36
$4.24M 1.02%
48,787
+228
37
$4.22M 1.02%
30,175
-802
38
$4.16M 1%
1,686
-255
39
$4.1M 0.99%
24,404
-793
40
$4.08M 0.98%
107,080
-2,656
41
$4.02M 0.97%
77,537
-2,378
42
$4.01M 0.97%
18,386
+4,698
43
$3.91M 0.94%
36,557
-370
44
$3.9M 0.94%
9,034
-249
45
$3.56M 0.86%
130,661
-3,338
46
$3.32M 0.8%
24,287
-814
47
$3.31M 0.8%
51,983
-213
48
$3.11M 0.75%
30,206
+1,055
49
$3.05M 0.74%
36,265
-13,332
50
$2.8M 0.68%
16,154
-99
1
2
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