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
$386M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$2.02M
3
+$1.87M
4
CASY icon
Casey's General Stores
CASY
+$1.37M
5
CRL icon
Charles River Laboratories
CRL
+$1.27M

Top Sells

1
+$7.41M
2
+$2.13M
3
+$1.13M
4
META icon
Meta Platforms (Facebook)
META
+$982K
5
AAPL icon
Apple
AAPL
+$829K

Sector Composition

1 Technology 18.34%
2 Healthcare 15.97%
3 Financials 13.74%
4 Consumer Staples 11.46%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.69M 0.7%
42,798
+134
52
$2.43M 0.63%
16,253
-50
53
$2.38M 0.62%
92,268
-2,930
54
$2.33M 0.6%
22,865
-205
55
$2.31M 0.6%
12,697
-131
56
$2.28M 0.59%
81,172
-329
57
$2.17M 0.56%
16,965
+5,085
58
$2.16M 0.56%
25,032
+15
59
$2.14M 0.56%
23,198
-293
60
$2.1M 0.54%
27,406
-100
61
$2.02M 0.52%
+50,089
62
$1.99M 0.52%
24,004
+2,254
63
$1.87M 0.49%
13,776
+38
64
$1.85M 0.48%
14,291
-16,438
65
$1.84M 0.48%
12,780
-111
66
$1.82M 0.47%
41,901
67
$1.81M 0.47%
73,172
+300
68
$1.79M 0.46%
29,322
+451
69
$1.71M 0.44%
11,422
-130
70
$1.63M 0.42%
28,722
71
$1.62M 0.42%
4,651
+101
72
$1.37M 0.36%
12,189
+51
73
$1.33M 0.34%
21,080
74
$1.24M 0.32%
12,890
-350
75
$1.22M 0.32%
24,765
1 2
3
4 5