BCM

Buckhead Capital Management Portfolio holdings

AUM $279M
1-Year Est. Return 13.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.41%
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 +$2.2M
2 +$1.67M
3 +$1.12M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$919K
5
ABDC
Alcentra Capital Corp
ABDC
+$841K

Top Sells

1 +$5.7M
2 +$3.91M
3 +$3.74M
4
IBM icon
IBM
IBM
+$3.51M
5
FHI icon
Federated Hermes
FHI
+$3.43M

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
176
-679