BCM
Buckhead Capital Management Portfolio holdings
AUM
$259M
1-Year Return
16.71%
This Quarter Return
+2.26%
1 Year Return
+16.71%
3 Year Return
+58.82%
5 Year Return
+114.97%
10 Year Return
+218.98%
AUM
$425M
AUM Growth
+$10.5M
(+2.5%)
Cap. Flow
+$7.86M
Cap. Flow
% of AUM
1.85%
Top 10 Holdings %
Top 10 Hldgs %
29.66%
Holding
126
New
7
Increased
50
Reduced
43
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$1.9M |
| 2 |
UnitedHealth
UNH
|
$1.67M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.58M |
| 4 |
Charles Schwab
SCHW
|
$1.35M |
| 5 |
PNC Financial Services
PNC
|
$981K |
Top Sells
| 1 |
CVS Health
CVS
|
$3.34M |
| 2 |
Watsco
WSO
|
$1.64M |
| 3 |
Blackrock
BLK
|
$933K |
| 4 |
Walt Disney
DIS
|
$754K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
AT&T
T
$212B
| $201K | 0.05% |
+10,419
| New | +$201K |
|