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
$333M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$1.18M
3
+$847K
4
RY icon
Royal Bank of Canada
RY
+$788K
5
SO icon
Southern Company
SO
+$595K

Top Sells

1
+$1.58M
2
+$1.4M
3
+$1.37M
4
MSFT icon
Microsoft
MSFT
+$1.01M
5
GE icon
GE Aerospace
GE
+$820K

Sector Composition

1 Technology 16.71%
2 Financials 16.2%
3 Healthcare 14.56%
4 Consumer Staples 11.76%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.59%
20,161
+176
52
$1.93M 0.58%
30,760
-250
53
$1.76M 0.53%
102,495
+125
54
$1.68M 0.5%
9,662
+1,919
55
$1.58M 0.47%
19,700
56
$1.42M 0.43%
18,109
-4,835
57
$1.42M 0.43%
12,300
58
$1.41M 0.42%
24,772
-7,466
59
$1.38M 0.42%
15,850
-707
60
$1.33M 0.4%
9,977
61
$1.29M 0.39%
17,185
-8,386
62
$1.28M 0.39%
19,660
63
$1.24M 0.37%
18,870
+7,055
64
$1.21M 0.36%
13,729
-17,889
65
$1.17M 0.35%
11,322
66
$1.17M 0.35%
13,488
-25
67
$1.03M 0.31%
46,305
+65
68
$998K 0.3%
19,952
69
$998K 0.3%
34,415
-16,530
70
$964K 0.29%
23,505
71
$847K 0.25%
+17,185
72
$788K 0.24%
+9,925
73
$598K 0.18%
9,779
-22,950
74
$508K 0.15%
+17,185
75
$497K 0.15%
9,505
-15,684
1 2
3
4