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
$303M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1 +$1.93M
2 +$1.72M
3 +$1.16M
4
WDC icon
Western Digital
WDC
+$1.13M
5
ESRX
Express Scripts Holding Company
ESRX
+$668K

Top Sells

1 +$8.77M
2 +$8.05M
3 +$7.48M
4
WRK
WestRock Company
WRK
+$7.45M
5
BAC icon
Bank of America
BAC
+$7.35M

Sector Composition

1 Technology 18.28%
2 Financials 16.25%
3 Healthcare 14.83%
4 Consumer Staples 9.87%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12.7M 4.2%
128,980
+583
2
$8.96M 2.96%
193,660
+796
3
$8.79M 2.9%
267,975
+52,540
4
$8.64M 2.85%
173,756
+490
5
$8.56M 2.83%
70,581
-3,961
6
$8.24M 2.72%
191,433
+1,065
7
$8.19M 2.71%
99,026
+7,987
8
$8.18M 2.7%
237,568
+816
9
$7.88M 2.6%
80,448
-11,304
10
$7.8M 2.58%
33,384
-6,444
11
$7.55M 2.49%
264,498
+855
12
$6.9M 2.28%
88,383
+14,810
13
$6.74M 2.23%
13,502
+65
14
$6.62M 2.19%
43,900
15
$6.46M 2.13%
33,120
-5
16
$6.38M 2.11%
262,882
+1,093
17
$6.18M 2.04%
96,053
+9,109
18
$5.99M 1.98%
36,416
+150
19
$5.95M 1.96%
47,030
+395
20
$5.87M 1.94%
132,275
+440
21
$5.76M 1.9%
43,295
+196
22
$5.71M 1.89%
114,175
+215
23
$5.64M 1.86%
51,855
+17,744
24
$5.46M 1.8%
93,274
+19,269
25
$5.31M 1.75%
78,485
+1,395