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
$326M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M
2 +$1.13M
3 +$1.06M
4
T icon
AT&T
T
+$873K
5
DIS icon
Walt Disney
DIS
+$305K

Top Sells

1 +$1.92M
2 +$1.62M
3 +$272K
4
PFE icon
Pfizer
PFE
+$108K
5
CME icon
CME Group
CME
+$52.8K

Sector Composition

1 Technology 18.26%
2 Healthcare 15.57%
3 Financials 15.45%
4 Consumer Staples 9.91%
5 Industrials 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$14.7M 4.51%
128,690
-290
2
$10.9M 3.35%
193,748
+88
3
$9.82M 3.01%
234,982
-2,586
4
$9.74M 2.99%
70,496
-85
5
$9.49M 2.91%
267,995
+20
6
$9.31M 2.85%
191,313
-120
7
$8.56M 2.62%
80,363
-85
8
$8.49M 2.6%
33,334
-50
9
$8.41M 2.58%
98,921
-105
10
$8.27M 2.54%
264,264
-234
11
$8.21M 2.52%
173,706
-50
12
$7.92M 2.43%
43,900
13
$7.77M 2.38%
98,676
+2,623
14
$7.54M 2.31%
297,307
+34,425
15
$7.34M 2.25%
88,218
-165
16
$7.2M 2.21%
132,225
-50
17
$6.87M 2.11%
33,140
+20
18
$6.41M 1.97%
36,393
-23
19
$6.36M 1.95%
13,485
-17
20
$6.31M 1.93%
81,674
+3,189
21
$6.02M 1.85%
113,950
-225
22
$5.88M 1.8%
52,575
+720
23
$5.74M 1.76%
46,970
-60
24
$5.62M 1.72%
43,315
+20
25
$4.78M 1.47%
40,847
+2,605