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
$541M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.47M
3
+$1.41M
4
DINO icon
HF Sinclair
DINO
+$1.35M
5
AXP icon
American Express
AXP
+$1.21M

Top Sells

1
+$2.76M
2
+$2.39M
3
+$2.27M
4
CAG icon
Conagra Brands
CAG
+$1.39M
5
ESRX
Express Scripts Holding Company
ESRX
+$997K

Sector Composition

1 Financials 25.15%
2 Technology 14.58%
3 Healthcare 11.8%
4 Industrials 11.69%
5 Consumer Staples 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.79M 0.7%
59,452
52
$3.75M 0.69%
372,091
+8,825
53
$3.67M 0.68%
80,000
54
$3.52M 0.65%
38,867
-397
55
$3.52M 0.65%
58,372
-553
56
$3.51M 0.65%
226,422
-2,204
57
$3.48M 0.64%
200,000
58
$3.39M 0.63%
28,700
-23,320
59
$3.38M 0.63%
91,900
+11,900
60
$3.37M 0.62%
120,166
+5,011
61
$3.22M 0.59%
160,000
62
$3.14M 0.58%
78,765
+33,790
63
$3.12M 0.58%
272,724
-1,450
64
$3.09M 0.57%
49,824
-585
65
$3.06M 0.57%
223,330
-20
66
$3.01M 0.56%
157,722
-5,305
67
$2.91M 0.54%
40,741
-235
68
$2.89M 0.53%
259,566
-1,300
69
$2.87M 0.53%
87,607
-42,521
70
$2.86M 0.53%
241,160
+124,200
71
$2.85M 0.53%
177,612
+550
72
$2.83M 0.52%
293,574
+14,138
73
$2.79M 0.52%
40,968
-90
74
$2.78M 0.51%
259,468
+13,575
75
$2.73M 0.51%
81,591
+27,205
1 2
3
4 5