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
76
$1.17M 0.28%
3,633
-1,018
77
$1.1M 0.27%
12,387
-503
78
$990K 0.24%
15,844
+390
79
$944K 0.23%
28,516
-223
80
$926K 0.22%
2,531
-415
81
$917K 0.22%
2,008
-75
82
$907K 0.22%
11,389
-250
83
$845K 0.2%
7,699
-925
84
$764K 0.18%
45,200
85
$716K 0.17%
2,130
86
$668K 0.16%
2,837
-186
87
$622K 0.15%
6,382
+71
88
$616K 0.15%
12,605
-12,160
89
$608K 0.15%
4,079
-333
90
$589K 0.14%
1,539
91
$584K 0.14%
3,850
92
$533K 0.13%
7,714
93
$519K 0.13%
7,700
94
$495K 0.12%
4,537
95
$490K 0.12%
2,770
96
$487K 0.12%
6,303
97
$436K 0.11%
3,092
-212
98
$421K 0.1%
13,824
-14,920
99
$417K 0.1%
10,695
100
$410K 0.1%
1,279
1 2 3
4
5