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
$465M
AUM Growth
-$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$2.12M
2 +$1.65M
3 +$1.21M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$1.01M
5
ABDC
Alcentra Capital Corp
ABDC
+$787K

Top Sells

1 +$5.68M
2 +$4.05M
3 +$3.68M
4
FHI icon
Federated Hermes
FHI
+$3.62M
5
AXP icon
American Express
AXP
+$3.58M

Sector Composition

1 Financials 24.66%
2 Technology 15.45%
3 Healthcare 11.29%
4 Industrials 9.86%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.49M 0.75%
59,114
-39,256
52
$3.42M 0.74%
30,705
-13,985
53
$3.41M 0.73%
17,953
-12,936
54
$3.36M 0.72%
120,000
55
$3.33M 0.72%
356,642
-6,417
56
$3.3M 0.71%
58,719
-25,365
57
$3.23M 0.69%
52,619
-35,917
58
$3.17M 0.68%
237,755
59
$3.14M 0.68%
64,447
-55,573
60
$3.02M 0.65%
203,630
61
$2.93M 0.63%
41,696
-21,346
62
$2.75M 0.59%
38,375
-31,320
63
$2.69M 0.58%
135,720
-11,076
64
$2.68M 0.58%
18,809
-13,455
65
$2.65M 0.57%
107,630
-103,120
66
$2.63M 0.57%
31,355
-13,599
67
$2.6M 0.56%
107,870
68
$2.59M 0.56%
160,830
+965
69
$2.48M 0.53%
69,090
-75,010
70
$2.39M 0.51%
17,730
-12,140
71
$2.37M 0.51%
78,170
72
$2.35M 0.51%
7,574
-4,720
73
$2.33M 0.5%
168,990
74
$2.23M 0.48%
109,815
75
$2.13M 0.46%
13,250
+1,950