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
$19.3B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$37.2M
3
+$25.3M
4
TEL icon
TE Connectivity
TEL
+$24.8M
5
KNSL icon
Kinsale Capital Group
KNSL
+$24.1M

Top Sells

1
+$78.3M
2
+$42.8M
3
+$21.7M
4
LOW icon
Lowe's Companies
LOW
+$18M
5
AAPL icon
Apple
AAPL
+$13.7M

Sector Composition

1 Industrials 23.03%
2 Technology 22.6%
3 Financials 20.63%
4 Healthcare 14.19%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$283M 1.46%
2,580,613
-14,232
27
$270M 1.39%
1,543,773
-5,570
28
$259M 1.34%
2,363,948
-26,022
29
$258M 1.34%
2,197,632
-4,415
30
$246M 1.27%
1,235,701
+97,306
31
$246M 1.27%
1,806,835
-12,017
32
$246M 1.27%
1,766,867
+11,163
33
$239M 1.24%
4,748,617
+3,568
34
$238M 1.23%
18,714,524
-199,820
35
$225M 1.16%
10,519,795
-87,168
36
$216M 1.11%
13,107,987
+39,726
37
$208M 1.08%
1,738,204
-39,120
38
$207M 1.07%
4,131,454
+388,482
39
$206M 1.06%
4,081,295
+9,907
40
$188M 0.97%
909,865
-6,791
41
$180M 0.93%
5,027,054
-16,558
42
$178M 0.92%
3,890,596
-17,403
43
$176M 0.91%
2,026,332
-13,174
44
$167M 0.86%
3,170,568
+33,766
45
$156M 0.81%
3,280,933
+779,919
46
$154M 0.79%
3,410,851
+3,401
47
$144M 0.74%
2,782,460
+56,760
48
$141M 0.73%
1,153,465
-8,694
49
$135M 0.7%
770,982
-58,437
50
$130M 0.67%
2,238,484
-13,600
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