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
$268M
AUM Growth
-$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$1.54M
3
+$1.42M
4
PM icon
Philip Morris
PM
+$1.25M
5
WSO icon
Watsco Inc
WSO
+$917K

Top Sells

1
+$7.16M
2
+$2.74M
3
+$2.5M
4
MTB icon
M&T Bank
MTB
+$2.26M
5
MSFT icon
Microsoft
MSFT
+$1.62M

Sector Composition

1 Technology 18.3%
2 Healthcare 17.08%
3 Financials 15.05%
4 Consumer Staples 12.3%
5 Industrials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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79
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-8,659
80
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81
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-372,355
82
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-4,400
83
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-13,300
84
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-984
85
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-5,900
86
– –
-19,500
87
– –
-2,741
1 2 3
4