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
76
$1.21M 0.29%
3,330
-75
77
$1.12M 0.26%
10,812
-1,575
78
$1.09M 0.26%
9,490
-90
79
$994K 0.23%
16,252
+408
80
$946K 0.22%
1,903
-105
81
$834K 0.2%
10,639
-750
82
$821K 0.19%
12,350
-255
83
$807K 0.19%
28,202
-314
84
$746K 0.18%
2,173
-358
85
$717K 0.17%
43,200
-2,000
86
$694K 0.16%
2,130
87
$686K 0.16%
6,774
-925
88
$630K 0.15%
1,539
89
$610K 0.14%
3,680
-399
90
$571K 0.13%
2,770
91
$558K 0.13%
6,392
+10
92
$538K 0.13%
7,700
93
$536K 0.13%
2,397
-440
94
$531K 0.12%
7,714
95
$523K 0.12%
4,537
96
$520K 0.12%
13,824
97
$486K 0.11%
1,461
+125
98
$470K 0.11%
2,545
99
$466K 0.11%
1,279
100
$457K 0.11%
3,000
-850
2 3
4
5 6