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
1
$15.8M 2.92%
284,216
-1,725
2
$14M 2.59%
136,171
-850
3
$13.7M 2.53%
91,763
-740
4
$11.8M 2.18%
178,838
+21,386
5
$11.3M 2.09%
144,996
-817
6
$10.9M 2.02%
137,802
-796
7
$10.7M 1.98%
251,540
-770
8
$10.2M 1.89%
333,895
-2,237
9
$9.67M 1.79%
177,908
-710
10
$9.28M 1.72%
94,883
-602
11
$8.73M 1.61%
253,344
+23,075
12
$8.25M 1.53%
317,440
-2,158
13
$8.04M 1.49%
160,000
14
$8.02M 1.48%
53,322
-305
15
$7.48M 1.38%
159,954
+270
16
$7.45M 1.38%
319,953
+19,315
17
$7.38M 1.37%
21,686
-166
18
$7.2M 1.33%
93,443
+12,628
19
$7.03M 1.3%
55,829
-1,019
20
$7.03M 1.3%
101,026
+17,365
21
$6.98M 1.29%
257,002
+1,510
22
$6.96M 1.29%
52,877
-184
23
$6.76M 1.25%
75,193
-546
24
$6.6M 1.22%
75,520
-11,405
25
$6.19M 1.14%
150,639
+22
1
2 3 4 5