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
$333M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$1.18M
3
+$847K
4
RY icon
Royal Bank of Canada
RY
+$788K
5
SO icon
Southern Company
SO
+$595K

Top Sells

1
+$1.58M
2
+$1.4M
3
+$1.37M
4
MSFT icon
Microsoft
MSFT
+$1.01M
5
GE icon
GE Aerospace
GE
+$820K

Sector Composition

1 Technology 16.71%
2 Financials 16.2%
3 Healthcare 14.56%
4 Consumer Staples 11.76%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$438K 0.13%
7,666
+2,132
77
$411K 0.12%
4,992
-990
78
$407K 0.12%
+1,390
79
$405K 0.12%
8,659
-500
80
$393K 0.12%
9,232
81
$360K 0.11%
15,850
+830
82
$341K 0.1%
10,805
-6,000
83
$320K 0.1%
2,894
-500
84
$285K 0.09%
5,165
-350
85
$272K 0.08%
3,319
86
$229K 0.07%
5,900
87
– –
-9,435
88
– –
-8,184
89
– –
-5,000
90
– –
-8,468
91
– –
-7,314
92
– –
-2,575
1 2 3
4