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
$316M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$1.06M
3
+$931K
4
LULU icon
lululemon athletica
LULU
+$889K
5
CMCSA icon
Comcast
CMCSA
+$518K

Top Sells

1
+$4.48M
2
+$2.18M
3
+$1.99M
4
CASY icon
Casey's General Stores
CASY
+$1.24M
5
APH icon
Amphenol
APH
+$749K

Sector Composition

1 Technology 25.16%
2 Financials 16.01%
3 Consumer Discretionary 12.51%
4 Healthcare 10.88%
5 Industrials 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 4.45%
32,674
-1,042
2
$13.7M 4.33%
58,812
-1,943
3
$10.6M 3.34%
26,040
+5
4
$10.2M 3.23%
22,213
-125
5
$8.44M 2.67%
14,428
-58
6
$8.14M 2.57%
50,242
+3,115
7
$7.64M 2.42%
13,076
-77
8
$7.56M 2.39%
41,332
-11,937
9
$6.93M 2.19%
40,757
+2,429
10
$6.56M 2.07%
44,513
-725
11
$6.47M 2.05%
36,018
-3,057
12
$6.28M 1.99%
36,880
+250
13
$6.27M 1.98%
30,364
-102
14
$6.26M 1.98%
29,700
-111
15
$6.25M 1.98%
37,675
+5,613
16
$5.73M 1.81%
63,561
-552
17
$5.55M 1.76%
11,290
-80
18
$5.55M 1.75%
9,971
-35
19
$5.49M 1.73%
131,343
+12,398
20
$5.43M 1.72%
18,248
-97
21
$5.29M 1.67%
47,968
-404
22
$5.21M 1.65%
42,504
+8,691
23
$5M 1.58%
1,587
-2
24
$4.94M 1.56%
34,457
-356
25
$4.91M 1.55%
5,173
-31
1
2 3 4 5