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
$414M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$611K
3
+$598K
4
WSO icon
Watsco Inc
WSO
+$416K
5
AMAT icon
Applied Materials
AMAT
+$222K

Top Sells

1
+$1.85M
2
+$1.45M
3
+$1.12M
4
APD icon
Air Products & Chemicals
APD
+$831K
5
LMT icon
Lockheed Martin
LMT
+$788K

Sector Composition

1 Technology 17.32%
2 Healthcare 16.13%
3 Financials 14.29%
4 Consumer Staples 11.34%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 3.66%
48,032
+22
2
$15.1M 3.64%
62,834
-639
3
$14.5M 3.5%
111,696
+714
4
$13.7M 3.3%
76,093
-1,156
5
$13.1M 3.15%
73,902
-1,315
6
$11M 2.66%
22,614
-1,620
7
$10.3M 2.49%
217,905
-1,128
8
$9.65M 2.33%
103,563
-160
9
$9.48M 2.29%
30,760
-2,696
10
$9.12M 2.2%
260,736
-5,393
11
$9.03M 2.18%
49,982
-374
12
$8.81M 2.13%
123,344
-1,394
13
$8.8M 2.13%
34,611
-561
14
$8.6M 2.08%
167,848
+2,140
15
$8.58M 2.07%
34,400
+1,669
16
$7.94M 1.92%
25,702
-842
17
$7.92M 1.91%
53,589
+515
18
$7.83M 1.89%
11,043
+25
19
$7.5M 1.81%
87,974
-953
20
$7.01M 1.69%
29,335
21
$6.93M 1.67%
45,718
+150
22
$6.89M 1.66%
33,161
+189
23
$6.82M 1.65%
194,007
-41,271
24
$6.63M 1.6%
26,900
25
$6.59M 1.59%
59,789
+54
1
2 3 4 5