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
$327M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$976K
3
+$962K
4
MSFT icon
Microsoft
MSFT
+$955K
5
MA icon
Mastercard
MA
+$808K

Top Sells

1
+$1.42M
2
+$715K
3
+$709K
4
LMT icon
Lockheed Martin
LMT
+$343K
5
PNC icon
PNC Financial Services
PNC
+$135K

Sector Composition

1 Technology 19.74%
2 Healthcare 15.77%
3 Financials 14.78%
4 Consumer Staples 11.4%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.52%
50,963
+1,897
52
$1.63M 0.5%
43,338
+3,237
53
$1.5M 0.46%
20,308
+379
54
$1.43M 0.44%
10,087
55
$1.39M 0.42%
25,081
+1,276
56
$1.3M 0.4%
12,300
57
$1.3M 0.4%
50,639
+465
58
$1.18M 0.36%
23,148
59
$1.15M 0.35%
14,339
60
$1.13M 0.35%
13,038
+41
61
$1.13M 0.35%
13,789
+715
62
$1.11M 0.34%
21,275
+140
63
$979K 0.3%
79,890
+36,860
64
$976K 0.3%
+7,391
65
$971K 0.3%
15,928
+645
66
$838K 0.26%
35,290
+24,220
67
$808K 0.25%
+2,732
68
$807K 0.25%
+11,420
69
$788K 0.24%
33,810
+5,635
70
$762K 0.23%
+48,200
71
$714K 0.22%
9,514
+3,547
72
$625K 0.19%
+6,841
73
$599K 0.18%
+4,340
74
$564K 0.17%
14,232
+6,610
75
$525K 0.16%
+9,514
1 2
3
4 5