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
101
$1.3M 0.24%
29,452
-3,175
102
$1.26M 0.23%
122,996
+42,455
103
$1.21M 0.22%
140,558
-16,100
104
$1.2M 0.22%
38,356
+260
105
$1.2M 0.22%
+131,674
106
$1.16M 0.21%
61,191
107
$1.15M 0.21%
50,962
+395
108
$1.15M 0.21%
47,093
+15,111
109
$1.12M 0.21%
69,826
+515
110
$1.11M 0.2%
58,836
+11,880
111
$1.1M 0.2%
24,550
112
$1.09M 0.2%
26,600
+933
113
$1.05M 0.19%
70,817
+545
114
$1.05M 0.19%
38,413
115
$1.05M 0.19%
+8,700
116
$1.05M 0.19%
42,125
117
$1.02M 0.19%
40,339
118
$1.02M 0.19%
207,039
+68,951
119
$1M 0.19%
47,127
120
$987K 0.18%
26,391
121
$971K 0.18%
21,783
122
$954K 0.18%
33,402
123
$916K 0.17%
11,403
-3,409
124
$897K 0.17%
75,807
+710
125
$884K 0.16%
27,763
3 4
5
6 7