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
1
$11.5M 2.48%
88,806
-23,713
2
$10.9M 2.34%
146,238
-28,594
3
$10.7M 2.31%
112,395
-42,425
4
$9.15M 1.97%
270,262
-62,079
5
$9.13M 1.96%
111,347
-42,322
6
$8.96M 1.93%
99,100
-39,600
7
$8.82M 1.9%
120,000
8
$8.37M 1.8%
217,212
+8,804
9
$8.13M 1.75%
213,475
-44,705
10
$8.01M 1.72%
316,275
-1,994
11
$7.96M 1.71%
140,310
12
$7.86M 1.69%
41,092
-9,927
13
$7.74M 1.66%
44,119
-8,292
14
$7.73M 1.66%
296,787
-88,797
15
$7.46M 1.6%
91,764
-18,920
16
$7.3M 1.57%
62,993
-23,992
17
$7.3M 1.57%
246,700
-74,267
18
$7.12M 1.53%
211,598
-47,349
19
$7.09M 1.53%
15,866
-5,997
20
$6.8M 1.46%
48,724
-13,161
21
$6.77M 1.46%
103,695
-56,311
22
$6.76M 1.45%
126,195
-63,185
23
$6.74M 1.45%
74,066
-22,798
24
$6.55M 1.41%
90,000
25
$6.46M 1.39%
55,009
-20,748
1
2 3 4 5