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
$20.9B
AUM Growth
+$2.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$83.4M
2
+$75.8M
3
+$48.9M
4
FISV
Fiserv Inc
FISV
+$34.2M
5
BR icon
Broadridge
BR
+$33.8M

Top Sells

1
+$103M
2
+$99.9M
3
+$68.9M
4
FICO icon
Fair Isaac
FICO
+$59.1M
5
ANSS
Ansys
ANSS
+$57.8M

Sector Composition

1 Industrials 23.85%
2 Technology 19.36%
3 Financials 18.39%
4 Healthcare 15.48%
5 Consumer Discretionary 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$250M 1.2%
1,645,854
+4,149
27
$245M 1.17%
1,567,839
+71,924
28
$238M 1.14%
1,891,233
-17,088
29
$234M 1.12%
12,735,126
+109,524
30
$230M 1.1%
4,633,883
+15,189
31
$229M 1.1%
750,113
+1,093
32
$227M 1.09%
3,289,387
+5,689
33
$222M 1.06%
812,131
+19,676
34
$216M 1.03%
1,398,572
+541
35
$213M 1.02%
2,052,347
+325,972
36
$211M 1.01%
2,964,777
-1,446,070
37
$210M 1.01%
3,104,833
+58,838
38
$209M 1%
1,573,777
-201,027
39
$208M 0.99%
1,774,515
-98,986
40
$205M 0.98%
12,439,637
+63,775
41
$195M 0.93%
4,092,037
+15,787
42
$191M 0.91%
5,539,101
+25,649
43
$189M 0.91%
3,257,786
+19,788
44
$189M 0.9%
1,361,628
+6,915
45
$186M 0.89%
748,710
-95,101
46
$182M 0.87%
1,514,156
+17,967
47
$168M 0.8%
711,675
+12,644
48
$166M 0.8%
3,361,437
-2,825
49
$163M 0.78%
826,731
+25,727
50
$162M 0.78%
1,145,677
+3,984
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2
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