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
101
$434K 0.1%
6,303
102
$432K 0.1%
10,695
103
$431K 0.1%
2,315
-25
104
$428K 0.1%
3,355
-150
105
$420K 0.1%
11,198
106
$418K 0.1%
3,192
+100
107
$403K 0.1%
5,835
108
$402K 0.09%
5,501
109
$375K 0.09%
9,646
+412
110
$362K 0.09%
3,162
-8
111
$356K 0.08%
2,575
112
$350K 0.08%
1,965
113
$335K 0.08%
3,884
+725
114
$330K 0.08%
7,559
115
$312K 0.07%
6,290
116
$310K 0.07%
3,164
+10
117
$308K 0.07%
+1,461
118
$303K 0.07%
2,428
119
$297K 0.07%
+225
120
$280K 0.07%
2,280
121
$221K 0.05%
+969
122
$211K 0.05%
1,500
123
$208K 0.05%
2,500
-50
124
$201K 0.05%
+360
125
$201K 0.05%
+1,300
2 3 4
5
6