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
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
151
$340K 0.07%
19,710
-515
152
$338K 0.07%
7,694
-214
153
$325K 0.07%
+13,000
154
$319K 0.07%
13,300
-12,930
155
$316K 0.07%
13,945
156
$306K 0.07%
15,010
157
$291K 0.06%
14,350
-4,710
158
$285K 0.06%
30,000
-47,500
159
$284K 0.06%
7,115
-145
160
$282K 0.06%
28,240
-1,145
161
$277K 0.06%
3,394
162
$275K 0.06%
15,785
163
$274K 0.06%
1,100
164
$263K 0.06%
13,040
-430
165
$260K 0.06%
6,875
166
$242K 0.05%
9,415
167
$242K 0.05%
2,240
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168
$241K 0.05%
3,580
169
$233K 0.05%
5,825
170
$228K 0.05%
17,025
171
$212K 0.05%
+6,615
172
$212K 0.05%
2,636
-318
173
$204K 0.04%
+4,100
174
$177K 0.04%
54,670
175
$74K 0.02%
5,000
4 5 6
7
8