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
$349M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.33M
3
+$708K
4
CHRW icon
C.H. Robinson
CHRW
+$698K
5
AAPL icon
Apple
AAPL
+$416K

Top Sells

1
+$1.24M
2
+$902K
3
+$847K
4
CTVA icon
Corteva
CTVA
+$508K
5
GE icon
GE Aerospace
GE
+$497K

Sector Composition

1 Technology 16.89%
2 Financials 15.8%
3 Healthcare 13.86%
4 Consumer Staples 12.64%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.6M 3.61%
90,622
-2,019
2
$11.9M 3.42%
265,042
+4,310
3
$10.9M 3.13%
276,477
+6,084
4
$10.7M 3.07%
375,328
+8,359
5
$10M 2.87%
77,603
-310
6
$9.61M 2.75%
38,918
+836
7
$9.46M 2.71%
191,448
+5,623
8
$9.33M 2.67%
166,624
+7,428
9
$9.25M 2.65%
179,558
-304
10
$9.21M 2.64%
146,023
+2,974
11
$8.75M 2.51%
256,754
+20,778
12
$8.1M 2.32%
164,580
+4,943
13
$8.07M 2.31%
34,795
+1,095
14
$8.07M 2.31%
68,227
+1,528
15
$8.07M 2.31%
61,896
+1,344
16
$8.05M 2.31%
64,746
-300
17
$7.95M 2.28%
91,454
+1,893
18
$7.58M 2.17%
55,318
+429
19
$7.54M 2.16%
122,132
+2,555
20
$7.33M 2.1%
391,483
+6,936
21
$7.23M 2.07%
102,423
-854
22
$7.09M 2.03%
18,180
+558
23
$6.87M 1.97%
152,412
+3,826
24
$6.83M 1.96%
15,335
+461
25
$6.21M 1.78%
52,353
+623
1
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