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
$469M
AUM Growth
+$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.96M
3
+$2.04M
4
ESRX
Express Scripts Holding Company
ESRX
+$1M
5
ODP icon
ODP
ODP
+$716K

Top Sells

1
+$2.96M
2
+$1.77M
3
+$1.59M
4
MSFT icon
Microsoft
MSFT
+$1.57M
5
ELV icon
Elevance Health
ELV
+$1.3M

Sector Composition

1 Financials 25.19%
2 Technology 15.3%
3 Healthcare 10.81%
4 Industrials 9.94%
5 Consumer Discretionary 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.15M 1.31%
153,583
-13,550
27
$6.08M 1.3%
42,304
-6,420
28
$6.01M 1.28%
65,418
-8,648
29
$5.97M 1.27%
98,356
+6,150
30
$5.85M 1.25%
100,000
31
$5.8M 1.24%
77,135
-1,984
32
$5.65M 1.21%
142,388
33
$5.54M 1.18%
115,117
-12,122
34
$5.32M 1.14%
240,000
35
$5.31M 1.13%
71,161
+13,450
36
$5.3M 1.13%
202,105
37
$4.63M 0.99%
196,370
38
$4.62M 0.99%
43,013
-855
39
$4.48M 0.96%
68,668
+9,554
40
$4.47M 0.95%
74,335
-29,360
41
$4.42M 0.94%
144,740
-965
42
$4.13M 0.88%
34,466
+3,761
43
$3.96M 0.85%
100,000
44
$3.91M 0.83%
26,756
-467
45
$3.91M 0.83%
85,000
46
$3.87M 0.83%
240,000
47
$3.81M 0.81%
25,967
-837
48
$3.71M 0.79%
80,824
-34,725
49
$3.64M 0.78%
120,000
50
$3.44M 0.73%
57,846
-873
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