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
126
$201K 0.05%
+10,419