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
126
$614K 0.13%
19,675
-870
127
$606K 0.13%
30,000
128
$602K 0.13%
15,790
+800
129
$599K 0.13%
18,370
-575
130
$597K 0.13%
16,895
131
$592K 0.13%
8,284
132
$587K 0.13%
4,930
133
$584K 0.12%
22,735
-265
134
$548K 0.12%
43,510
+3,400
135
$518K 0.11%
7,607
-160
136
$517K 0.11%
51,565
137
$509K 0.11%
9,420
-5,090
138
$478K 0.1%
5,800
139
$448K 0.1%
58,395
+15,590
140
$439K 0.09%
14,220
-330
141
$416K 0.09%
9,055
142
$412K 0.09%
10,270
-600
143
$405K 0.09%
10,000
144
$379K 0.08%
5,955
145
$375K 0.08%
14,415
146
$371K 0.08%
10,330
147
$370K 0.08%
96,050
-25,700
148
$352K 0.08%
19,450
+1,700
149
$342K 0.07%
9,159
150
$341K 0.07%
22,904
+830
4 5
6
7 8