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
$425M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.67M
3
+$1.58M
4
SCHW icon
Charles Schwab
SCHW
+$1.35M
5
PNC icon
PNC Financial Services
PNC
+$981K

Top Sells

1
+$3.34M
2
+$1.64M
3
+$933K
4
DIS icon
Walt Disney
DIS
+$754K
5
AME icon
Ametek
AME
+$650K

Sector Composition

1 Technology 20.14%
2 Healthcare 14.51%
3 Financials 14.19%
4 Consumer Staples 10.76%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.95M 0.7%
30,623
+417
52
$2.91M 0.68%
31,283
+1,099
53
$2.87M 0.68%
87,893
-1,175
54
$2.87M 0.68%
42,714
+757
55
$2.76M 0.65%
78,912
-227
56
$2.69M 0.63%
16,098
-56
57
$2.63M 0.62%
24,742
-194
58
$2.37M 0.56%
18,662
+7,720
59
$2.35M 0.55%
20,875
-250
60
$2.34M 0.55%
27,406
-138
61
$2.28M 0.54%
23,436
-2,126
62
$2.25M 0.53%
11,612
-150
63
$2.2M 0.52%
6,197
+2,564
64
$2.14M 0.5%
14,610
+2,785
65
$2.11M 0.5%
47,359
+325
66
$2.1M 0.49%
23,876
-1,495
67
$2.08M 0.49%
15,392
+291
68
$2.01M 0.47%
73,172
69
$1.99M 0.47%
15,465
-200
70
$1.85M 0.44%
19,580
71
$1.75M 0.41%
28,722
72
$1.65M 0.39%
12,314
+125
73
$1.37M 0.32%
40,101
-2,068
74
$1.35M 0.32%
+25,831
75
$1.33M 0.31%
1,850
-25
1 2
3
4 5