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
$465M
AUM Growth
-$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.65M
3
+$1.21M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$1.01M
5
ABDC
Alcentra Capital Corp
ABDC
+$787K

Top Sells

1
+$5.68M
2
+$4.05M
3
+$3.68M
4
FHI icon
Federated Hermes
FHI
+$3.62M
5
AXP icon
American Express
AXP
+$3.58M

Sector Composition

1 Financials 24.66%
2 Technology 15.45%
3 Healthcare 11.29%
4 Industrials 9.86%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$632K 0.14%
16,895
127
$622K 0.13%
26,230
128
$597K 0.13%
9,974
+42
129
$592K 0.13%
4,930
130
$580K 0.12%
51,565
131
$574K 0.12%
11,625
+170
132
$553K 0.12%
20,545
-105
133
$539K 0.12%
18,150
-122,060
134
$525K 0.11%
8,284
135
$519K 0.11%
40,110
136
$487K 0.1%
121,750
+1,150
137
$484K 0.1%
+13,740
138
$484K 0.1%
14,990
139
$470K 0.1%
14,415
140
$466K 0.1%
7,767
-90
141
$461K 0.1%
10,000
142
$460K 0.1%
10,870
143
$454K 0.1%
5,800
144
$451K 0.1%
19,060
-11,135
145
$428K 0.09%
42,805
+2,530
146
$395K 0.08%
9,055
+500
147
$380K 0.08%
14,550
+330
148
$368K 0.08%
10,330
149
$363K 0.08%
15,770
150
$343K 0.07%
22,074
4 5
6
7 8