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
$268M
AUM Growth
-$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$1.54M
3
+$1.42M
4
PM icon
Philip Morris
PM
+$1.25M
5
WSO icon
Watsco Inc
WSO
+$917K

Top Sells

1
+$7.16M
2
+$2.74M
3
+$2.5M
4
MTB icon
M&T Bank
MTB
+$2.26M
5
MSFT icon
Microsoft
MSFT
+$1.62M

Sector Composition

1 Technology 18.3%
2 Healthcare 17.08%
3 Financials 15.05%
4 Consumer Staples 12.3%
5 Industrials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 4.75%
80,529
-10,276
2
$10.3M 3.85%
78,587
+2,155
3
$9.22M 3.45%
170,418
-8,177
4
$9.11M 3.4%
413,671
+33,903
5
$8.95M 3.34%
236,238
-31,191
6
$8.82M 3.29%
256,484
-1,450
7
$8.69M 3.25%
146,407
+6,245
8
$8.63M 3.22%
278,709
+25,588
9
$8.5M 3.18%
133,756
-15,276
10
$7.76M 2.9%
94,151
+6,134
11
$7.76M 2.9%
34,614
-2,789
12
$7.36M 2.75%
66,881
+2,540
13
$6.84M 2.56%
126,347
+9,196
14
$6.8M 2.54%
173,109
-3,101
15
$6.58M 2.46%
35,232
+1,289
16
$6.21M 2.32%
18,314
+907
17
$5.98M 2.23%
49,790
-613
18
$5.79M 2.16%
59,893
-207
19
$5.45M 2.03%
12,377
-1,817
20
$5.24M 1.96%
61,160
-5,110
21
$5.01M 1.87%
+27,399
22
$4.8M 1.79%
30,377
+5,803
23
$4.44M 1.66%
38,932
+2,741
24
$4.44M 1.66%
30,412
25
$4.19M 1.57%
57,438
+17,186
1
2 3 4