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
$23B
AUM Growth
+$763M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$91.9M
3
+$61.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$59.4M
5
IT icon
Gartner
IT
+$58.8M

Top Sells

1
+$205M
2
+$146M
3
+$91.9M
4
CPRT icon
Copart
CPRT
+$88.1M
5
CHD icon
Church & Dwight Co
CHD
+$62M

Sector Composition

1 Industrials 24.58%
2 Technology 18.8%
3 Financials 18.26%
4 Healthcare 15.28%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$264M 1.15%
907,925
+79,945
27
$262M 1.14%
2,330,577
-6,850
28
$259M 1.12%
4,246,340
+974,160
29
$255M 1.11%
1,152,963
-661,423
30
$251M 1.09%
1,960,831
+157,717
31
$251M 1.09%
753,292
-2,343
32
$249M 1.08%
819,872
-54,424
33
$248M 1.08%
15,072,450
+628,642
34
$235M 1.02%
3,323,940
+42,509
35
$234M 1.01%
1,599,196
-99,889
36
$231M 1%
1,577,539
-3,581
37
$226M 0.98%
3,284,328
-3,017
38
$218M 0.95%
4,151,270
+13,490
39
$215M 0.93%
1,731,004
-17,520
40
$212M 0.92%
3,090,745
+566
41
$207M 0.9%
1,536,359
+5,227
42
$205M 0.89%
1,980,767
+145,622
43
$205M 0.89%
1,404,291
+22,531
44
$201M 0.87%
910,841
+67,406
45
$200M 0.87%
1,435,707
+20,508
46
$196M 0.85%
722,108
+1,634
47
$191M 0.83%
12,794,111
+33,280
48
$184M 0.8%
3,308,461
+363,968
49
$184M 0.8%
1,326,141
-18,764
50
$177M 0.77%
1,116,353
+81,072
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