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
$414M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$611K
3
+$598K
4
WSO icon
Watsco Inc
WSO
+$416K
5
AMAT icon
Applied Materials
AMAT
+$222K

Top Sells

1
+$1.85M
2
+$1.45M
3
+$1.12M
4
APD icon
Air Products & Chemicals
APD
+$831K
5
LMT icon
Lockheed Martin
LMT
+$788K

Sector Composition

1 Technology 17.32%
2 Healthcare 16.13%
3 Financials 14.29%
4 Consumer Staples 11.34%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.77M 0.67%
24,936
-96
52
$2.76M 0.67%
44,133
-1,886
53
$2.71M 0.65%
41,957
-841
54
$2.6M 0.63%
79,139
-2,033
55
$2.59M 0.63%
11,762
-935
56
$2.59M 0.62%
25,562
+1,558
57
$2.54M 0.61%
25,371
+2,173
58
$2.47M 0.6%
30,184
+862
59
$2.37M 0.57%
21,125
-1,740
60
$2.35M 0.57%
89,068
-3,200
61
$2.31M 0.56%
27,544
+138
62
$2.15M 0.52%
47,034
-3,055
63
$2.12M 0.51%
15,665
-1,300
64
$2.1M 0.51%
73,172
65
$1.95M 0.47%
15,101
+1,325
66
$1.81M 0.44%
42,169
+268
67
$1.74M 0.42%
28,722
68
$1.73M 0.42%
10,942
-480
69
$1.65M 0.4%
12,189
70
$1.6M 0.39%
19,580
-1,500
71
$1.59M 0.38%
11,825
-955
72
$1.57M 0.38%
17,825
+6,930
73
$1.24M 0.3%
9,580
-1,245
74
$1.23M 0.3%
1,875
-155
75
$1.18M 0.29%
3,405
-60
1 2
3
4 5