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
126
$288K 0.06%
2,994
-9,000
127
$284K 0.06%
685
-450
128
$276K 0.06%
745
129
$274K 0.06%
1,120
130
$271K 0.06%
2,941
-4,815
131
$270K 0.06%
3,139
132
$267K 0.06%
4,055
+55
133
$264K 0.06%
1,181
134
$260K 0.06%
1,245
135
$246K 0.05%
950
136
$245K 0.05%
5,099
137
$241K 0.05%
5,435
138
$232K 0.05%
2,010
+146
139
$222K 0.05%
1,000
140
$221K 0.05%
360
141
$216K 0.05%
2,750
-1,800
142
$214K 0.05%
11,510
-1,149
143
$208K 0.04%
367
144
$205K 0.04%
1,907
-184
145
$204K 0.04%
3,690
146
– –
-3,455
147
– –
-1,475
148
– –
-11,671
149
– –
-56,260
2 3 4 5
6