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
$275M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.3M
3
+$1.59M
4
FTNT icon
Fortinet
FTNT
+$1.14M
5
ELS icon
Equity Lifestyle Properties
ELS
+$951K

Top Sells

1
+$3.24M
2
+$2.66M
3
+$2.45M
4
CF icon
CF Industries
CF
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.31M

Sector Composition

1 Technology 28.43%
2 Financials 15.73%
3 Consumer Discretionary 14.96%
4 Healthcare 9.42%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MA icon
51
Mastercard
MA
$507B
$1.68M 0.61%
2,945
-36
PNC icon
52
PNC Financial Services
PNC
$70.4B
$1.59M 0.58%
7,912
-753
EVR icon
53
Evercore
EVR
$12.2B
$1.49M 0.54%
4,407
BAC icon
54
Bank of America
BAC
$376B
$1.44M 0.52%
27,974
-61
COST icon
55
Costco
COST
$415B
$1.18M 0.43%
1,280
+2
LLY icon
56
Eli Lilly
LLY
$720B
$1.13M 0.41%
1,484
-25
ATO icon
57
Atmos Energy
ATO
$28.3B
$1.13M 0.41%
6,600
-12
CSX icon
58
CSX Corp
CSX
$68.2B
$1.05M 0.38%
29,529
+4,500
CF icon
59
CF Industries
CF
$13.5B
$993K 0.36%
11,073
-16,195
CME icon
60
CME Group
CME
$96.6B
$927K 0.34%
3,430
-9
BDX icon
61
Becton Dickinson
BDX
$54.2B
$900K 0.33%
4,808
PG icon
62
Procter & Gamble
PG
$354B
$855K 0.31%
5,564
-32
XOM icon
63
Exxon Mobil
XOM
$479B
$835K 0.3%
7,407
+184
EMR icon
64
Emerson Electric
EMR
$72.8B
$817K 0.3%
6,229
-10
TJX icon
65
TJX Companies
TJX
$160B
$796K 0.29%
5,510
-425
LMT icon
66
Lockheed Martin
LMT
$116B
$767K 0.28%
1,536
-1,071
IWR icon
67
iShares Russell Mid-Cap ETF
IWR
$44.3B
$752K 0.27%
7,791
BR icon
68
Broadridge
BR
$26.7B
$684K 0.25%
2,873
DORM icon
69
Dorman Products
DORM
$4.37B
$661K 0.24%
4,242
THG icon
70
Hanover Insurance
THG
$6.12B
$624K 0.23%
3,435
+75
NVDA icon
71
NVIDIA
NVDA
$4.46T
$606K 0.22%
3,248
+621
MO icon
72
Altria Group
MO
$109B
$601K 0.22%
9,105
-124
MELI icon
73
Mercado Libre
MELI
$103B
$596K 0.22%
255
CAT icon
74
Caterpillar
CAT
$247B
$592K 0.22%
+1,240
CPAY icon
75
Corpay
CPAY
$20.2B
$583K 0.21%
2,023
1 2
3
4 5