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
$326M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.13M
3
+$1.06M
4
T icon
AT&T
T
+$873K
5
DIS icon
Walt Disney
DIS
+$305K

Top Sells

1
+$1.92M
2
+$1.62M
3
+$272K
4
PFE icon
Pfizer
PFE
+$108K
5
CME icon
CME Group
CME
+$52.8K

Sector Composition

1 Technology 18.26%
2 Healthcare 15.57%
3 Financials 15.45%
4 Consumer Staples 9.91%
5 Industrials 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.51M 0.77%
54,369
+870
52
$2.19M 0.67%
13,300
+50
53
$2.18M 0.67%
7,507
54
$2.13M 0.65%
32,729
+100
55
$2.07M 0.64%
31,010
56
$2.06M 0.63%
29,443
-186
57
$2.06M 0.63%
18,513
-30
58
$2.01M 0.62%
46,557
-165
59
$1.64M 0.5%
+80,565
60
$1.61M 0.49%
54,595
61
$1.56M 0.48%
19,162
+109
62
$1.47M 0.45%
28,561
+67
63
$1.45M 0.44%
12,059
+37
64
$1.41M 0.43%
26,118
65
$1.25M 0.38%
8,468
66
$1.22M 0.37%
18,007
+42
67
$1.13M 0.35%
9,967
+55
68
$1.13M 0.35%
11,322
+85
69
$1.11M 0.34%
12,300
-315
70
$1.09M 0.33%
19,660
-160
71
$1.08M 0.33%
6,751
72
$1.08M 0.33%
12,236
+10
73
$1.07M 0.33%
24,210
-248
74
$990K 0.3%
19,712
+180
75
$900K 0.28%
12,387
-45
1 2
3
4