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
$268M
AUM Growth
-$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$1.54M
3
+$1.42M
4
PM icon
Philip Morris
PM
+$1.25M
5
WSO icon
Watsco Inc
WSO
+$917K

Top Sells

1
+$7.16M
2
+$2.74M
3
+$2.5M
4
MTB icon
M&T Bank
MTB
+$2.26M
5
MSFT icon
Microsoft
MSFT
+$1.62M

Sector Composition

1 Technology 18.3%
2 Healthcare 17.08%
3 Financials 15.05%
4 Consumer Staples 12.3%
5 Industrials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.54%
50,174
-240
52
$1.42M 0.53%
+98,148
53
$1.29M 0.48%
10,087
54
$1.24M 0.46%
40,101
-323
55
$1.21M 0.45%
35,581
-186
56
$1.16M 0.43%
14,339
-157
57
$1.15M 0.43%
23,805
-1,936
58
$1.14M 0.43%
12,300
-19
59
$1.1M 0.41%
23,148
60
$981K 0.37%
13,074
-835
61
$980K 0.37%
21,135
62
$875K 0.33%
12,997
63
$827K 0.31%
15,283
-706
64
$727K 0.27%
+9,171
65
$687K 0.26%
28,175
-825
66
$423K 0.16%
43,030
-615
67
$358K 0.13%
1,390
68
$355K 0.13%
5,967
-4,707
69
$256K 0.1%
7,622
-1,610
70
$235K 0.09%
11,070
-25,649
71
$227K 0.08%
+765
72
$209K 0.08%
3,315
-1,932
73
$202K 0.08%
29,523
+3,661
74
$154K 0.06%
2,930
+1,810
75
– –
-10,805
1 2
3
4