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
$327M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$976K
3
+$962K
4
MSFT icon
Microsoft
MSFT
+$955K
5
MA icon
Mastercard
MA
+$808K

Top Sells

1
+$1.42M
2
+$715K
3
+$709K
4
LMT icon
Lockheed Martin
LMT
+$343K
5
PNC icon
PNC Financial Services
PNC
+$135K

Sector Composition

1 Technology 19.74%
2 Healthcare 15.77%
3 Financials 14.78%
4 Consumer Staples 11.4%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.3M 5.3%
85,220
+4,691
2
$13.5M 4.12%
147,928
+14,172
3
$11.6M 3.54%
82,477
+3,890
4
$10.3M 3.16%
172,828
+2,410
5
$10.1M 3.08%
258,390
+1,906
6
$9.66M 2.95%
423,046
+9,375
7
$9.58M 2.93%
147,421
+1,014
8
$9.46M 2.89%
236,847
+609
9
$9.11M 2.78%
36,376
+1,144
10
$8.85M 2.7%
285,244
+6,535
11
$8.27M 2.53%
94,709
+558
12
$8.22M 2.51%
176,279
+3,170
13
$8.14M 2.49%
68,096
+1,215
14
$8.14M 2.49%
34,874
+260
15
$7.28M 2.22%
55,008
+5,218
16
$6.76M 2.06%
12,419
+42
17
$6.7M 2.05%
129,164
+2,817
18
$6.34M 1.94%
17,375
-939
19
$5.96M 1.82%
53,484
-6,409
20
$5.96M 1.82%
62,628
+1,468
21
$5.87M 1.79%
33,025
+2,648
22
$5.55M 1.7%
42,580
+3,648
23
$5.34M 1.63%
30,400
-12
24
$5.22M 1.59%
58,485
+2,831
25
$4.95M 1.51%
27,704
+305
1
2 3 4 5