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
$386M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$2.02M
3
+$1.87M
4
CASY icon
Casey's General Stores
CASY
+$1.37M
5
CRL icon
Charles River Laboratories
CRL
+$1.27M

Top Sells

1
+$7.41M
2
+$2.13M
3
+$1.13M
4
META icon
Meta Platforms (Facebook)
META
+$982K
5
AAPL icon
Apple
AAPL
+$829K

Sector Composition

1 Technology 18.34%
2 Healthcare 15.97%
3 Financials 13.74%
4 Consumer Staples 11.46%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.3M 3.97%
110,982
-5,997
2
$14.8M 3.83%
63,473
-617
3
$13.2M 3.43%
48,010
+134
4
$12.3M 3.18%
75,217
-297
5
$11.1M 2.88%
77,249
-143
6
$9.89M 2.56%
103,723
-6,911
7
$9.47M 2.45%
219,033
+14,403
8
$9.36M 2.43%
24,234
-19
9
$8.56M 2.22%
88,927
-11,790
10
$8.48M 2.2%
124,738
-49
11
$8.43M 2.18%
32,731
-2,993
12
$8.22M 2.13%
50,356
+2,520
13
$7.84M 2.03%
35,172
-1,645
14
$7.81M 2.02%
266,129
+2,044
15
$7.79M 2.02%
33,456
+8,032
16
$7.25M 1.88%
165,708
-7,572
17
$7.16M 1.85%
53,074
-29
18
$7.09M 1.84%
26,544
-51
19
$6.92M 1.79%
+235,278
20
$6.63M 1.72%
29,335
+35
21
$6.06M 1.57%
11,018
-800
22
$5.86M 1.52%
32,972
+143
23
$5.75M 1.49%
45,568
+150
24
$5.64M 1.46%
26,900
25
$5.6M 1.45%
49,597
+4,422
1
2 3 4 5