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
$321M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.32M
3
+$2.87M
4
CVS icon
CVS Health
CVS
+$2.49M
5
SRCL
Stericycle Inc
SRCL
+$1.94M

Top Sells

1
+$2.81M
2
+$2.48M
3
+$2.37M
4
AAPL icon
Apple
AAPL
+$2.13M
5
NSC icon
Norfolk Southern
NSC
+$2.06M

Sector Composition

1 Technology 17.27%
2 Financials 15.4%
3 Healthcare 14.96%
4 Consumer Staples 11.74%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.63%
22,944
+4,322
52
$1.99M 0.62%
19,985
+205
53
$1.9M 0.59%
32,729
54
$1.84M 0.57%
31,010
55
$1.83M 0.57%
102,370
-42,550
56
$1.73M 0.54%
32,238
+870
57
$1.56M 0.49%
19,700
58
$1.46M 0.45%
29,528
+345
59
$1.41M 0.44%
50,945
-3,650
60
$1.37M 0.43%
8,468
61
$1.35M 0.42%
16,557
+2,682
62
$1.28M 0.4%
12,300
63
$1.27M 0.4%
11,322
64
$1.25M 0.39%
25,189
-1,007
65
$1.24M 0.39%
9,977
-24
66
$1.23M 0.38%
46,240
+5,360
67
$1.21M 0.38%
19,660
68
$1.21M 0.38%
+7,743
69
$1.09M 0.34%
13,513
+285
70
$1.04M 0.32%
19,952
71
$1.01M 0.32%
23,505
-344
72
$892K 0.28%
11,815
+1,342
73
$502K 0.16%
16,805
74
$480K 0.15%
5,982
-1,150
75
$470K 0.15%
8,184
1 2
3
4