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
$333M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$1.18M
3
+$847K
4
RY icon
Royal Bank of Canada
RY
+$788K
5
SO icon
Southern Company
SO
+$595K

Top Sells

1
+$1.58M
2
+$1.4M
3
+$1.37M
4
MSFT icon
Microsoft
MSFT
+$1.01M
5
GE icon
GE Aerospace
GE
+$820K

Sector Composition

1 Technology 16.71%
2 Financials 16.2%
3 Healthcare 14.56%
4 Consumer Staples 11.76%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 3.73%
92,641
-7,540
2
$11M 3.31%
260,732
-7,420
3
$10.9M 3.26%
77,913
+525
4
$10.2M 3.06%
185,825
+922
5
$9.96M 2.99%
270,393
+1,191
6
$9.7M 2.91%
235,976
-511
7
$9.36M 2.81%
38,082
+165
8
$9.29M 2.79%
366,969
+5,561
9
$8.61M 2.59%
179,862
+3,511
10
$8.46M 2.54%
60,552
-330
11
$8.23M 2.47%
66,699
-10
12
$8.18M 2.46%
89,561
-4,521
13
$7.91M 2.38%
103,277
-4,025
14
$7.88M 2.37%
159,196
+6,380
15
$7.79M 2.34%
143,049
+4,256
16
$7.46M 2.24%
159,637
+153
17
$7.2M 2.16%
54,889
-3,485
18
$7.13M 2.14%
65,046
+175
19
$7.01M 2.11%
33,700
-75
20
$6.98M 2.1%
14,874
+560
21
$6.61M 1.99%
119,577
+10,755
22
$6.44M 1.93%
51,730
+4,087
23
$6.41M 1.93%
17,622
+80
24
$6.06M 1.82%
30,400
25
$5.96M 1.79%
113,710
+95
1
2 3 4