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
$472M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.87M
3
+$1.8M
4
FISV
Fiserv Inc
FISV
+$1.34M
5
XOM icon
Exxon Mobil
XOM
+$546K

Top Sells

1
+$2.04M
2
+$2M
3
+$1.66M
4
MMM icon
3M
MMM
+$1.57M
5
CERN
Cerner Corp
CERN
+$1.5M

Sector Composition

1 Technology 21.63%
2 Financials 14.66%
3 Healthcare 14.5%
4 Consumer Staples 10.61%
5 Industrials 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$639K 0.14%
7,700
102
$619K 0.13%
8,714
103
$610K 0.13%
5,672
-575
104
$506K 0.11%
2,685
-140
105
$493K 0.1%
3,630
106
$452K 0.1%
2,685
-425
107
$436K 0.09%
1,115
108
$434K 0.09%
5,055
109
$429K 0.09%
1,465
110
$411K 0.09%
2,575
111
$399K 0.08%
2,873
-215
112
$382K 0.08%
7,361
-196
113
$381K 0.08%
3,375
114
$378K 0.08%
4,690
115
$363K 0.08%
1,755
116
$363K 0.08%
3,105
-100
117
$359K 0.08%
2,280
118
$358K 0.08%
3,705
119
$353K 0.07%
2,120
120
$340K 0.07%
9,933
121
$334K 0.07%
2,499
-199
122
$326K 0.07%
690
-65
123
$323K 0.07%
1,250
124
$315K 0.07%
+1,500
125
$303K 0.06%
225
2 3 4
5
6