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
101
$409K 0.1%
11,198
102
$387K 0.09%
2,340
-175
103
$385K 0.09%
2,575
104
$385K 0.09%
3,505
105
$377K 0.09%
2,545
106
$370K 0.09%
5,501
107
$366K 0.09%
3,170
-29
108
$364K 0.09%
9,234
+1,350
109
$364K 0.09%
7,559
110
$334K 0.08%
5,835
111
$323K 0.08%
1,336
-85
112
$318K 0.08%
3,154
+15
113
$317K 0.08%
1,965
114
$296K 0.07%
6,290
115
$274K 0.07%
2,428
-202
116
$255K 0.06%
3,159
-725
117
$222K 0.05%
+2,280
118
$215K 0.05%
1,500
119
$211K 0.05%
2,550
-670
120
– –
-1,886
121
– –
-1,461
122
– –
-9,127
123
– –
-1,784
124
– –
-14,291
1 2 3 4
5