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
76
$2.71M 0.5%
220,152
+70,276
77
$2.65M 0.49%
38,969
-194
78
$2.64M 0.49%
31,200
79
$2.44M 0.45%
64,360
80
$2.22M 0.41%
17,289
81
$2.1M 0.39%
100,520
-15,750
82
$2.03M 0.38%
157,607
-10,000
83
$1.91M 0.35%
200,000
84
$1.87M 0.35%
42,354
-1,885
85
$1.77M 0.33%
79,847
-1,000
86
$1.75M 0.32%
80,500
-885
87
$1.59M 0.29%
114,506
+13,700
88
$1.56M 0.29%
79,938
+28,854
89
$1.51M 0.28%
17,222
-345
90
$1.48M 0.27%
248,049
91
$1.42M 0.26%
225,288
+27,212
92
$1.42M 0.26%
33,150
93
$1.41M 0.26%
46,242
-560
94
$1.39M 0.26%
28,718
+170
95
$1.36M 0.25%
24,617
+140
96
$1.34M 0.25%
41,098
97
$1.33M 0.25%
105,600
-1,350
98
$1.33M 0.25%
134,631
+59,624
99
$1.33M 0.25%
10,468
100
$1.3M 0.24%
91,475
+4,200
2 3
4
5 6