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
$14B
AUM Growth
+$388M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$85.2M
3
+$81.4M
4
SEIC icon
SEI Investments
SEIC
+$74.3M
5
MSFT icon
Microsoft
MSFT
+$69M

Top Sells

1
+$151M
2
+$126M
3
+$102M
4
ARG
Airgas Inc
ARG
+$100M
5
HSY icon
Hershey
HSY
+$51.6M

Sector Composition

1 Industrials 19.63%
2 Technology 19.51%
3 Healthcare 18.94%
4 Financials 16.4%
5 Consumer Discretionary 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$170M 1.21%
2,623,600
+456,602
27
$166M 1.18%
2,168,385
-44,433
28
$164M 1.16%
3,941,994
+655,021
29
$164M 1.16%
1,079,048
+125,038
30
$163M 1.16%
2,720,251
+497,099
31
$162M 1.16%
4,357,100
-455,740
32
$161M 1.15%
1,555,314
-45,853
33
$158M 1.12%
+6,598,301
34
$158M 1.12%
9,937,554
-4,931
35
$143M 1.02%
5,259,340
-162,708
36
$137M 0.98%
2,312,212
-11,507
37
$129M 0.92%
3,924,783
-82,085
38
$129M 0.92%
1,447,301
-7,564
39
$127M 0.91%
2,761,614
-21,586
40
$119M 0.85%
3,739,616
+3,685
41
$118M 0.84%
4,996,792
-6,024
42
$118M 0.84%
1,554,394
+17,113
43
$115M 0.82%
4,556,864
-1,204
44
$115M 0.82%
2,358,901
+1,194,717
45
$111M 0.79%
322,766
-3,224
46
$109M 0.77%
1,704,640
+110,485
47
$108M 0.77%
2,282,010
+13,584
48
$108M 0.77%
1,535,906
-10,785
49
$107M 0.76%
21,019,808
-132,872
50
$98.7M 0.7%
696,762
-5,788
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