BCM
Buckhead Capital Management Portfolio holdings
AUM
$279M
1-Year Est. Return
13.41%
This Fund
S&P 500
1 Year Est. Return
+13.41%
AUM
$279M
AUM Growth
+$3.61M
(+1.3%)
Holding
141
Top Buys
| 1 | +$1.55M | |
| 2 | +$1.28M | |
| 3 | +$987K | |
| 4 |
Coca-Cola
KO
|
+$624K |
| 5 |
iShares Global Tech ETF
IXN
|
+$573K |
Top Sells
| 1 | +$1.8M | |
| 2 | +$1.61M | |
| 3 | +$753K | |
| 4 |
JPMorgan Chase
JPM
|
+$559K |
| 5 |
UnitedHealth
UNH
|
+$484K |
Sector Composition
| 1 | Technology | 26.75% |
| 2 | Financials | 15.43% |
| 3 | Consumer Discretionary | 14.91% |
| 4 | Healthcare | 9.82% |
| 5 | Industrials | 8.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
PNC Financial Services
PNC
$85.8B
| $1.7M | 0.61% |
8,131
+219
|
|
||
52
Mastercard
MA
$461B
| $1.68M | 0.6% |
2,935
-10
|
|
||
53
Eli Lilly
LLY
$983B
| $1.59M | 0.57% |
1,484
|
|
||
54
Bank of America
BAC
$359B
| $1.5M | 0.54% |
27,214
-760
|
|
||
55
Evercore
EVR
$12.1B
| $1.21M | 0.43% |
3,555
-852
|
|
||
56
Atmos Energy
ATO
$30.7B
| $1.12M | 0.4% |
6,671
+71
|
|
||
57
Costco
COST
$448B
| $1.1M | 0.4% |
1,279
-1
|
|
||
58
CSX Corp
CSX
$79.6B
| $1.06M | 0.38% |
29,343
-186
|
|
||
59
NVIDIA
NVDA
$4.4T
| $1.02M | 0.37% |
5,479
+2,231
|
|
||
|
60
Coca-Cola
KO
$348B
| $974K | 0.35% |
13,938
+8,949
|
|
||
61
CME Group
CME
$116B
| $963K | 0.35% |
3,527
+97
|
|
||
62
Becton Dickinson
BDX
$49.6B
| $933K | 0.33% |
4,805
-3
|
|
||
63
iShares Russell Mid-Cap ETF
IWR
$49.3B
| $878K | 0.31% |
9,116
+1,325
|
|
||
64
Exxon Mobil
XOM
$647B
| $877K | 0.31% |
7,290
-117
|
|
||
65
TJX Companies
TJX
$177B
| $870K | 0.31% |
5,665
+155
|
|
||
66
CF Industries
CF
$16.3B
| $857K | 0.31% |
11,081
+8
|
|
||
67
Emerson Electric
EMR
$85.1B
| $821K | 0.29% |
6,189
-40
|
|
||
68
Broadridge
BR
$21.6B
| $803K | 0.29% |
3,599
+726
|
|
||
69
Procter & Gamble
PG
$385B
| $783K | 0.28% |
5,464
-100
|
|
||
70
Vanguard S&P 500 ETF
VOO
$853B
| $734K | 0.26% |
1,171
+503
|
|
||
71
Lockheed Martin
LMT
$156B
| $702K | 0.25% |
1,451
-85
|
|
||
72
Shopify
SHOP
$156B
| $668K | 0.24% |
4,150
+750
|
|
||
73
Caterpillar
CAT
$346B
| $667K | 0.24% |
1,164
-76
|
|
||
74
Applied Materials
AMAT
$291B
| $658K | 0.24% |
2,561
|
|
||
75
Hanover Insurance
THG
$6.35B
| $636K | 0.23% |
3,480
+45
|
|