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
101
$1.07M 0.23%
95,310
+100
102
$1.06M 0.23%
6,836
-82
103
$1.04M 0.22%
10,952
+3,190
104
$1.04M 0.22%
27,000
+4,429
105
$1.03M 0.22%
11,965
+1,050
106
$991K 0.21%
18,452
+4,978
107
$971K 0.21%
18,275
+4,760
108
$954K 0.2%
7,907
+2,130
109
$915K 0.2%
59,900
110
$906K 0.19%
20,000
111
$894K 0.19%
20,160
+5,912
112
$814K 0.17%
48,125
-465
113
$777K 0.17%
18,435
-210
114
$758K 0.16%
15,507
+37
115
$751K 0.16%
4,985
116
$731K 0.16%
33,030
+930
117
$725K 0.15%
9,355
118
$716K 0.15%
+20,231
119
$698K 0.15%
10,011
+37
120
$687K 0.15%
52,400
121
$665K 0.14%
52,400
122
$664K 0.14%
20,065
-590
123
$644K 0.14%
13,740
124
$637K 0.14%
149,450
+11,960
125
$615K 0.13%
11,455
-170