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
$425M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.67M
3
+$1.58M
4
SCHW icon
Charles Schwab
SCHW
+$1.35M
5
PNC icon
PNC Financial Services
PNC
+$981K

Top Sells

1
+$3.34M
2
+$1.64M
3
+$933K
4
DIS icon
Walt Disney
DIS
+$754K
5
AME icon
Ametek
AME
+$650K

Sector Composition

1 Technology 20.14%
2 Healthcare 14.51%
3 Financials 14.19%
4 Consumer Staples 10.76%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.4M 4.34%
111,797
+101
2
$18.3M 4.31%
63,472
+638
3
$14.3M 3.36%
48,378
+346
4
$12.5M 2.94%
76,564
+471
5
$12.2M 2.88%
78,811
+4,909
6
$10.7M 2.52%
22,681
+67
7
$10.7M 2.51%
217,068
-837
8
$10M 2.36%
264,578
+3,842
9
$9.49M 2.24%
38,352
+3,741
10
$9.3M 2.19%
29,243
-5,157
11
$8.88M 2.09%
30,916
+156
12
$8.88M 2.09%
53,806
+217
13
$8.57M 2.02%
123,117
-227
14
$8.48M 2%
46,515
-3,467
15
$7.97M 1.88%
25,800
+98
16
$7.58M 1.79%
33,630
+469
17
$7.01M 1.65%
196,912
+2,905
18
$6.9M 1.62%
169,006
+1,158
19
$6.81M 1.6%
45,818
+100
20
$6.67M 1.57%
14,118
+3,535
21
$6.55M 1.54%
59,689
-100
22
$6.53M 1.54%
29,335
23
$6.46M 1.52%
9,648
-1,395
24
$6.4M 1.51%
88,289
+315
25
$5.7M 1.34%
26,900
1
2 3 4 5