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
$285M
AUM Growth
-$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.95M
3
+$1.83M
4
CF icon
CF Industries
CF
+$1.15M
5
NWL icon
Newell Brands
NWL
+$862K

Top Sells

1
+$3.79M
2
+$2.64M
3
+$1.9M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
AXP icon
American Express
AXP
+$1.3M

Sector Composition

1 Technology 17.31%
2 Financials 15.2%
3 Healthcare 15.17%
4 Consumer Staples 11.33%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 4.1%
115,171
-13,519
2
$9.75M 3.42%
235,459
+477
3
$9.58M 3.36%
74,251
+3,755
4
$9.05M 3.17%
265,947
-2,048
5
$8.4M 2.94%
193,933
+2,620
6
$8.22M 2.88%
175,169
+1,463
7
$8.07M 2.83%
259,902
-4,362
8
$8.05M 2.82%
87,629
-589
9
$7.79M 2.73%
197,616
+3,868
10
$7.34M 2.57%
33,391
+57
11
$7.06M 2.47%
103,507
+4,586
12
$6.9M 2.42%
158,614
+26,389
13
$6.76M 2.37%
313,734
+16,427
14
$6.43M 2.25%
58,645
+17,798
15
$6.36M 2.23%
66,741
-13,622
16
$6.33M 2.22%
82,353
+679
17
$6.19M 2.17%
41,400
-2,500
18
$6.07M 2.13%
92,675
-6,001
19
$5.87M 2.06%
53,112
+537
20
$5.83M 2.04%
36,564
+171
21
$5.8M 2.03%
33,783
+643
22
$5.32M 1.86%
13,540
+55
23
$5.17M 1.81%
113,245
-705
24
$5.15M 1.8%
47,308
+338
25
$4.75M 1.66%
108,077
+205
1
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