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
$285M
AUM Growth
-$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.95M
3
+$1.83M
4
CF icon
CF Industries
CF
+$1.15M
5
NWL icon
Newell Brands
NWL
+$862K

Top Sells

1
+$3.79M
2
+$2.64M
3
+$1.9M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
AXP icon
American Express
AXP
+$1.3M

Sector Composition

1 Technology 17.31%
2 Financials 15.2%
3 Healthcare 15.17%
4 Consumer Staples 11.33%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.7%
50,492
-9,530
52
$1.92M 0.67%
32,729
53
$1.9M 0.67%
13,300
54
$1.83M 0.64%
+9,617
55
$1.82M 0.64%
144,920
-19,650
56
$1.56M 0.55%
31,010
57
$1.49M 0.52%
29,183
-260
58
$1.44M 0.5%
19,700
+1,693
59
$1.42M 0.5%
31,368
+2,807
60
$1.35M 0.47%
8,468
61
$1.34M 0.47%
54,595
62
$1.24M 0.44%
18,622
-540
63
$1.14M 0.4%
10,001
+34
64
$1.09M 0.38%
12,300
65
$1.09M 0.38%
11,322
66
$1.05M 0.37%
40,880
-5,677
67
$1.04M 0.37%
19,660
68
$954K 0.33%
13,228
+841
69
$953K 0.33%
19,952
+240
70
$950K 0.33%
26,196
+78
71
$932K 0.33%
13,875
+1,639
72
$877K 0.31%
23,849
-361
73
$696K 0.24%
2,785
-4,722
74
$680K 0.24%
10,473
-1,586
75
$543K 0.19%
16,805
-90
1 2
3
4