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
51
$3.44M 0.73%
203,630
52
$3.41M 0.73%
29,100
-5,300
53
$3.36M 0.72%
310,000
-20,000
54
$3.1M 0.66%
100,082
+3,609
55
$3.09M 0.66%
+17,752
56
$3.09M 0.66%
51,842
-777
57
$3.07M 0.65%
237,755
58
$3.05M 0.65%
336,642
-20,000
59
$3.02M 0.64%
63,522
-925
60
$2.96M 0.63%
+33,172
61
$2.82M 0.6%
134,411
-1,309
62
$2.78M 0.59%
40,897
+2,522
63
$2.77M 0.59%
107,870
64
$2.74M 0.59%
12,194
-5,759
65
$2.71M 0.58%
18,516
-293
66
$2.67M 0.57%
31,765
+410
67
$2.63M 0.56%
41,251
-445
68
$2.52M 0.54%
17,454
-276
69
$2.44M 0.52%
47,673
-21,417
70
$2.39M 0.51%
7,457
-117
71
$2.33M 0.5%
33,693
-496
72
$2.31M 0.49%
27,580
-35,413
73
$2.3M 0.49%
168,990
74
$2.27M 0.48%
13,250
75
$2.21M 0.47%
105,715
-1,915