ACM

Atlanta Capital Management Portfolio holdings

AUM $22.5B
1-Year Est. Return 9.67%
This Quarter Est. Return
1 Year Est. Return
-9.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.5B
AUM Growth
-$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$56.5M
3
+$47.5M
4
BMY icon
Bristol-Myers Squibb
BMY
+$43.2M
5
ANSS
Ansys
ANSS
+$26.3M

Top Sells

1
+$83.8M
2
+$50.4M
3
+$48.2M
4
AYI icon
Acuity Brands
AYI
+$46.4M
5
GE icon
GE Aerospace
GE
+$44.1M

Sector Composition

1 Industrials 19.61%
2 Financials 18.39%
3 Healthcare 15.99%
4 Consumer Discretionary 15.49%
5 Technology 12.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$162M 1.12%
2,908,409
-110,970
27
$158M 1.09%
8,496,464
-37,056
28
$154M 1.06%
9,755,892
-78,344
29
$146M 1.01%
5,865,396
-33,234
30
$144M 0.99%
3,726,733
-450,109
31
$143M 0.99%
4,256,719
-25,010
32
$141M 0.97%
1,878,443
-671,107
33
$141M 0.97%
1,258,377
-604
34
$138M 0.95%
4,551,778
-4,024
35
$135M 0.93%
1,681,178
-217,167
36
$132M 0.91%
1,180,319
+49,925
37
$132M 0.91%
2,621,941
-200,124
38
$131M 0.91%
2,642,605
-162,045
39
$131M 0.9%
6,878,997
-4,460
40
$130M 0.9%
3,776,592
-16,014
41
$129M 0.89%
3,250,535
-400,035
42
$126M 0.87%
3,431,058
+356,886
43
$120M 0.83%
7,159,100
+308,760
44
$120M 0.83%
2,450,959
-354,036
45
$119M 0.82%
1,655,298
-1,283
46
$117M 0.81%
2,842,132
-40,280
47
$115M 0.79%
1,558,514
-13,918
48
$112M 0.77%
1,043,108
+121,216
49
$112M 0.77%
606,424
-7,699
50
$112M 0.77%
1,052,914
+223,425
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