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
$327M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$976K
3
+$962K
4
MSFT icon
Microsoft
MSFT
+$955K
5
MA icon
Mastercard
MA
+$808K

Top Sells

1
+$1.42M
2
+$715K
3
+$709K
4
LMT icon
Lockheed Martin
LMT
+$343K
5
PNC icon
PNC Financial Services
PNC
+$135K

Sector Composition

1 Technology 19.74%
2 Healthcare 15.77%
3 Financials 14.78%
4 Consumer Staples 11.4%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$243K 0.07%
+1,913
102
$239K 0.07%
+4,010
103
$236K 0.07%
+11,200
104
$228K 0.07%
+2,575
105
$227K 0.07%
+2,015
106
$227K 0.07%
+8,205
107
$226K 0.07%
+775
108
$222K 0.07%
+225
109
$215K 0.07%
+1,775
110
– –
-98,148
1 2 3 4
5