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
126
$876K 0.16%
19,480
-4,058
127
$860K 0.16%
27,428
+225
128
$847K 0.16%
162,032
+68,340
129
$846K 0.16%
4,292
+1,096
130
$823K 0.15%
22,542
+3,730
131
$807K 0.15%
79,720
+935
132
$802K 0.15%
129,825
-13,500
133
$783K 0.14%
7,648
-90
134
$782K 0.14%
74,652
135
$772K 0.14%
95,219
-1,600
136
$758K 0.14%
+63,400
137
$746K 0.14%
200,000
138
$742K 0.14%
34,827
139
$733K 0.14%
39,243
+455
140
$731K 0.14%
20,011
141
$724K 0.13%
8,903
142
$720K 0.13%
21,405
+550
143
$716K 0.13%
+24,248
144
$693K 0.13%
+178,054
145
$692K 0.13%
18,295
146
$678K 0.13%
+193,282
147
$656K 0.12%
16,286
-5,230
148
$653K 0.12%
56,449
149
$641K 0.12%
16,127
150
$618K 0.11%
+100,000
4 5
6
7 8