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
$17.7B
AUM Growth
+$608M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$42.1M
3
+$28M
4
KNX icon
Knight Transportation
KNX
+$27M
5
DHR icon
Danaher
DHR
+$24.1M

Top Sells

1
+$88M
2
+$42.7M
3
+$42M
4
HD icon
Home Depot
HD
+$32M
5
EFX icon
Equifax
EFX
+$24.6M

Sector Composition

1 Industrials 23.04%
2 Technology 21.86%
3 Financials 19.98%
4 Healthcare 15.47%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$242M 1.37%
7,719,751
-38,092
27
$241M 1.36%
2,417,337
-13,108
28
$238M 1.35%
3,863,758
-24,049
29
$235M 1.33%
7,784,684
-58,896
30
$232M 1.31%
1,862,621
+69
31
$211M 1.19%
1,776,714
-883
32
$209M 1.18%
10,721,256
-24,246
33
$207M 1.17%
1,150,982
-4,297
34
$205M 1.16%
2,533,728
-929
35
$204M 1.16%
3,178,644
-9,379
36
$199M 1.13%
5,077,720
-26,758
37
$194M 1.1%
1,845,600
-64,704
38
$185M 1.05%
976,278
-35,151
39
$181M 1.02%
1,465,686
-2,293
40
$178M 1.01%
4,315,458
-496,689
41
$168M 0.95%
3,469,260
+147
42
$166M 0.94%
19,348,368
-77,688
43
$166M 0.94%
2,182,325
+317,011
44
$146M 0.83%
3,758,628
-10,969
45
$139M 0.79%
986,524
+163,089
46
$138M 0.78%
3,013,620
-3,064
47
$138M 0.78%
2,867,620
-83,920
48
$135M 0.77%
2,273,002
+282
49
$128M 0.73%
2,500,342
+5,439
50
$125M 0.7%
891,546
-14,718
1
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