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
$321M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.32M
3
+$2.87M
4
CVS icon
CVS Health
CVS
+$2.49M
5
SRCL
Stericycle Inc
SRCL
+$1.94M

Top Sells

1
+$2.81M
2
+$2.48M
3
+$2.37M
4
AAPL icon
Apple
AAPL
+$2.13M
5
NSC icon
Norfolk Southern
NSC
+$2.06M

Sector Composition

1 Technology 17.27%
2 Financials 15.4%
3 Healthcare 14.96%
4 Consumer Staples 11.74%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.8M 3.68%
100,181
-14,990
2
$10.8M 3.37%
77,388
+3,137
3
$10.7M 3.34%
268,152
+2,205
4
$9.98M 3.11%
184,903
-9,030
5
$9.53M 2.97%
236,487
+1,028
6
$9.47M 2.95%
176,351
+1,182
7
$9.24M 2.88%
37,917
+4,526
8
$8.75M 2.73%
269,202
+9,300
9
$8.67M 2.7%
107,302
+3,795
10
$8.56M 2.67%
361,408
+47,674
11
$8.11M 2.53%
94,082
+11,729
12
$7.49M 2.33%
138,793
+46,118
13
$7.29M 2.27%
66,709
-32
14
$7.26M 2.26%
152,816
-44,800
15
$7.15M 2.23%
58,374
+5,262
16
$6.76M 2.11%
60,882
+2,237
17
$6.75M 2.1%
64,871
-22,758
18
$6.52M 2.03%
159,484
+870
19
$6.48M 2.02%
33,775
-8
20
$6.12M 1.91%
14,314
+774
21
$5.87M 1.83%
47,643
+335
22
$5.68M 1.77%
30,400
-11,000
23
$5.62M 1.75%
108,822
+745
24
$5.57M 1.74%
363,262
+236,315
25
$5.47M 1.71%
113,615
+370
1
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