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
76
$2.06M 0.44%
72,680
-5,490
77
$2.04M 0.44%
+97,800
78
$2M 0.43%
31,010
-30
79
$1.95M 0.42%
109,815
80
$1.94M 0.41%
432,320
+134,476
81
$1.88M 0.4%
81,565
82
$1.73M 0.37%
32,939
-370
83
$1.61M 0.34%
106,265
-54,565
84
$1.61M 0.34%
18,263
-6,159
85
$1.49M 0.32%
12,249
-178
86
$1.49M 0.32%
14,074
-23
87
$1.45M 0.31%
92,475
88
$1.45M 0.31%
70,420
+350
89
$1.42M 0.3%
25,600
-1,333
90
$1.35M 0.29%
7,835
91
$1.34M 0.29%
8,468
92
$1.27M 0.27%
130,433
93
$1.26M 0.27%
27,718
94
$1.21M 0.26%
33,682
-615
95
$1.21M 0.26%
25,599
+178
96
$1.16M 0.25%
45,880
-385
97
$1.12M 0.24%
16,562
+30
98
$1.1M 0.23%
130,800
-4,000
99
$1.1M 0.23%
15,720
+3,590
100
$1.09M 0.23%
92,050
2 3
4
5 6