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
1
$11.9M 2.54%
111,452
-943
2
$11.2M 2.38%
79,817
-8,989
3
$10.9M 2.33%
127,894
-18,344
4
$9.58M 2.04%
290,967
-5,820
5
$9.33M 1.99%
316,125
-150
6
$9.22M 1.97%
120,000
7
$9.16M 1.95%
92,197
-6,903
8
$8.86M 1.89%
140,160
-150
9
$8.86M 1.89%
191,826
-21,649
10
$8.5M 1.81%
247,234
-23,028
11
$8.24M 1.76%
98,524
-12,823
12
$8.01M 1.71%
189,344
-27,868
13
$7.93M 1.69%
40,279
-3,840
14
$7.54M 1.61%
36,128
-4,964
15
$7.4M 1.58%
251,978
+5,278
16
$7.37M 1.57%
14,342
-1,524
17
$7.32M 1.56%
191,073
-20,525
18
$7.05M 1.51%
336,800
19
$6.7M 1.43%
90,000
20
$6.36M 1.36%
43,900
-2,900
21
$6.26M 1.34%
147,160
-1,003
22
$6.26M 1.34%
86,309
-5,455
23
$6.18M 1.32%
49,368
-5,641
24
$6.17M 1.32%
115,225
-10,970
25
$6.15M 1.31%
32,467
-181
1
2 3 4 5