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
$472M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.87M
3
+$1.8M
4
FI icon
Fiserv
FI
+$1.34M
5
XOM icon
Exxon Mobil
XOM
+$546K

Top Sells

1
+$2.04M
2
+$2M
3
+$1.66M
4
MMM icon
3M
MMM
+$1.57M
5
CERN
Cerner Corp
CERN
+$1.5M

Sector Composition

1 Technology 21.63%
2 Financials 14.66%
3 Healthcare 14.5%
4 Consumer Staples 10.61%
5 Industrials 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22M 4.65%
123,752
+374
2
$21.9M 4.63%
64,981
-1,284
3
$14M 2.97%
33,808
-142
4
$13.4M 2.83%
78,091
-4,429
5
$12.9M 2.74%
125,327
-10,768
6
$12.4M 2.63%
247,078
-10,840
7
$10.9M 2.3%
153,414
-7,916
8
$10.6M 2.24%
11,537
-235
9
$10.2M 2.16%
173,189
+1,276
10
$10.1M 2.15%
61,963
-1,184
11
$9.47M 2.01%
38,613
-1,992
12
$9.38M 1.99%
194,490
-8,454
13
$9.28M 1.96%
53,421
-3,585
14
$9.2M 1.95%
78,383
-4,790
15
$9.07M 1.92%
25,522
-224
16
$8.61M 1.82%
27,501
-1,571
17
$8.28M 1.75%
120,770
-6,100
18
$8.01M 1.7%
26,900
19
$7.85M 1.66%
26,265
-2,844
20
$7.42M 1.57%
84,847
-3,354
21
$7.42M 1.57%
45,351
22
$7.34M 1.55%
49,456
-10,604
23
$7.17M 1.52%
29,100
24
$6.69M 1.42%
119,049
-5,335
25
$6.58M 1.39%
13,101
-1,353
1
2 3 4 5