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
$15.1B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1 +$128M
2 +$85.3M
3 +$59.4M
4
KEX icon
Kirby Corp
KEX
+$49.6M
5
LH icon
Labcorp
LH
+$42M

Top Sells

1 +$214M
2 +$66.5M
3 +$64.8M
4
MDT icon
Medtronic
MDT
+$44.3M
5
WST icon
West Pharmaceutical
WST
+$41.1M

Sector Composition

1 Technology 19.47%
2 Industrials 19.32%
3 Healthcare 17.65%
4 Financials 17.55%
5 Consumer Discretionary 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$206M 1.36%
4,498,023
-2,273
27
$188M 1.25%
1,159,387
-6,503
28
$183M 1.21%
2,684,394
-26,051
29
$181M 1.2%
2,190,087
-164,708
30
$177M 1.17%
2,604,327
-18,887
31
$169M 1.12%
1,906,322
+226,873
32
$165M 1.1%
6,697,524
-30,555
33
$160M 1.06%
4,112,720
-669,780
34
$149M 0.99%
3,118,552
+401,006
35
$148M 0.98%
9,846,866
-106,324
36
$146M 0.97%
8,521,365
+1,371,134
37
$140M 0.93%
1,232,343
+64,566
38
$140M 0.93%
1,606,536
-14,261
39
$136M 0.9%
3,651,593
-35,334
40
$134M 0.89%
4,898,044
-77,764
41
$133M 0.89%
19,932,616
-109,208
42
$132M 0.87%
314,014
-3,649
43
$128M 0.85%
+3,718,402
44
$128M 0.85%
805,421
+75,394
45
$125M 0.83%
2,321,255
-14,777
46
$124M 0.83%
5,518,686
-13,425
47
$124M 0.82%
1,396,819
-165,851
48
$121M 0.8%
3,851,472
-27,099
49
$119M 0.79%
2,341,207
-17,362
50
$106M 0.7%
1,461,366
-163,621