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
$313M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.13M
3
+$710K
4
AMZN icon
Amazon
AMZN
+$678K
5
ROP icon
Roper Technologies
ROP
+$676K

Top Sells

1
+$2.92M
2
+$1.17M
3
+$1.04M
4
RJF icon
Raymond James Financial
RJF
+$1.04M
5
HD icon
Home Depot
HD
+$983K

Sector Composition

1 Technology 25.12%
2 Financials 17.17%
3 Consumer Discretionary 13.26%
4 Industrials 9.72%
5 Healthcare 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 4.65%
58,028
-784
2
$13.4M 4.3%
31,896
-778
3
$10M 3.2%
22,085
-128
4
$9.15M 2.92%
23,514
-2,526
5
$7.48M 2.39%
39,512
+1,837
6
$7.34M 2.35%
35,746
-272
7
$7.23M 2.31%
14,296
-132
8
$7.06M 2.26%
29,442
-258
9
$7.05M 2.25%
48,740
-1,502
10
$6.38M 2.04%
44,081
-432
11
$6.08M 1.94%
40,004
-753
12
$5.86M 1.87%
11,272
+1,301
13
$5.79M 1.85%
34,367
-6,965
14
$5.73M 1.83%
30,574
+210
15
$5.72M 1.83%
11,770
-1,306
16
$5.57M 1.78%
35,831
-6,673
17
$5.31M 1.7%
24,182
+3,089
18
$5.27M 1.68%
18,160
-88
19
$5.26M 1.68%
12,088
+1,633
20
$5.25M 1.68%
5,126
-47
21
$5.24M 1.67%
11,050
-240
22
$5.23M 1.67%
57,895
-265
23
$5.22M 1.67%
63,374
-187
24
$5.11M 1.63%
30,650
-6,230
25
$4.99M 1.6%
1,559
-28
1
2 3 4 5