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
151
$592K 0.11%
77,224
-18,000
152
$581K 0.11%
37,482
-1,058
153
$574K 0.11%
+36,667
154
$563K 0.1%
20,000
155
$551K 0.1%
9,474
156
$520K 0.1%
30,000
-3,995
157
$516K 0.1%
+17,082
158
$510K 0.09%
26,667
-12,728
159
$486K 0.09%
9,638
-1,871
160
$485K 0.09%
+39,800
161
$478K 0.09%
8,965
162
$474K 0.09%
4,930
163
$469K 0.09%
8,869
-200
164
$459K 0.08%
3,602
165
$456K 0.08%
+39,300
166
$443K 0.08%
5,158
167
$439K 0.08%
+38,200
168
$426K 0.08%
7,260
+1,432
169
$389K 0.07%
9,520
170
$387K 0.07%
51,565
171
$356K 0.07%
5,894
172
$337K 0.06%
+7,055
173
$331K 0.06%
+6,560
174
$326K 0.06%
4,680
175
$309K 0.06%
4,020
-1,200
5 6
7
8 9