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
$465M
AUM Growth
-$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.65M
3
+$1.21M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$1.01M
5
ABDC
Alcentra Capital Corp
ABDC
+$787K

Top Sells

1
+$5.68M
2
+$4.05M
3
+$3.68M
4
FHI icon
Federated Hermes
FHI
+$3.62M
5
AXP icon
American Express
AXP
+$3.58M

Sector Composition

1 Financials 24.66%
2 Technology 15.45%
3 Healthcare 11.29%
4 Industrials 9.86%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.46%
+34,189
77
$1.88M 0.4%
24,422
-18,835
78
$1.85M 0.4%
31,040
79
$1.71M 0.37%
33,309
-510
80
$1.56M 0.34%
14,097
+25
81
$1.54M 0.33%
297,844
-1,100,556
82
$1.53M 0.33%
81,565
83
$1.53M 0.33%
26,933
+333
84
$1.52M 0.33%
92,475
+1,000
85
$1.44M 0.31%
134,800
+73,500
86
$1.4M 0.3%
12,427
-4,293
87
$1.39M 0.3%
27,718
-5,000
88
$1.33M 0.29%
95,210
+50
89
$1.32M 0.28%
70,070
90
$1.28M 0.28%
8,468
91
$1.23M 0.26%
25,421
+843
92
$1.23M 0.26%
7,835
93
$1.23M 0.26%
34,297
-41,803
94
$1.21M 0.26%
130,433
95
$1.21M 0.26%
92,050
96
$1.11M 0.24%
77,500
-53,525
97
$1.09M 0.23%
16,532
+15
98
$1.02M 0.22%
20,000
-65,010
99
$988K 0.21%
59,900
+500
100
$967K 0.21%
6,918
2 3
4
5 6