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
$425M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.67M
3
+$1.58M
4
SCHW icon
Charles Schwab
SCHW
+$1.35M
5
PNC icon
PNC Financial Services
PNC
+$981K

Top Sells

1
+$3.34M
2
+$1.64M
3
+$933K
4
DIS icon
Walt Disney
DIS
+$754K
5
AME icon
Ametek
AME
+$650K

Sector Composition

1 Technology 20.14%
2 Healthcare 14.51%
3 Financials 14.19%
4 Consumer Staples 10.76%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.65M 1.33%
54,685
+18,420
27
$5.56M 1.31%
64,985
+8,454
28
$5.49M 1.29%
58,780
+6,976
29
$5.1M 1.2%
42,351
+6,031
30
$5M 1.18%
23,105
+3,386
31
$4.94M 1.16%
43,688
-12
32
$4.72M 1.11%
24,662
+258
33
$4.69M 1.1%
130,100
+11,090
34
$4.64M 1.09%
88,814
-1,700
35
$4.45M 1.05%
108,846
+1,766
36
$4.42M 1.04%
33,898
-14
37
$4.38M 1.03%
20,824
+1,076
38
$4.35M 1.02%
58,555
-45,008
39
$4.13M 0.97%
41,260
-7,527
40
$4.05M 0.95%
20,089
+1,703
41
$4.04M 0.95%
49,196
+5,063
42
$4M 0.94%
9,077
+43
43
$3.77M 0.89%
78,000
+463
44
$3.76M 0.89%
134,295
+3,634
45
$3.74M 0.88%
25,705
-4,470
46
$3.72M 0.88%
1,514
-172
47
$3.49M 0.82%
37,399
+842
48
$3.43M 0.81%
33,049
+15,224
49
$3.33M 0.78%
24,623
+336
50
$3.21M 0.76%
51,815
-168
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