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
$24.3B
AUM Growth
+$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$114M
3
+$59.6M
4
MLM icon
Martin Marietta Materials
MLM
+$57.4M
5
CSL icon
Carlisle Companies
CSL
+$57.1M

Top Sells

1
+$267M
2
+$191M
3
+$97.6M
4
TMX
Terminix Global Holdings, Inc.
TMX
+$71.5M
5
ANSS
Ansys
ANSS
+$71.4M

Sector Composition

1 Industrials 22.63%
2 Technology 18.77%
3 Financials 16.91%
4 Healthcare 14.31%
5 Consumer Discretionary 12.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$295M 1.21%
3,386,805
-333,219
27
$293M 1.21%
2,451,023
+953,144
28
$277M 1.14%
1,497,149
+14,232
29
$276M 1.14%
2,200,628
-188,778
30
$275M 1.13%
2,082,398
-306
31
$273M 1.12%
1,424,932
-150,020
32
$273M 1.12%
1,302,036
+18,054
33
$270M 1.11%
5,959,045
+235
34
$268M 1.1%
4,795,542
+11,457
35
$253M 1.04%
1,531,420
+20,035
36
$242M 0.99%
1,503,656
+38,558
37
$238M 0.98%
704,323
-211,029
38
$237M 0.98%
1,186,427
+16,484
39
$235M 0.97%
691,121
-785,507
40
$235M 0.97%
971,098
+116,369
41
$234M 0.96%
1,046,706
+213,707
42
$223M 0.92%
4,580,506
-407,572
43
$220M 0.91%
925,185
-95,194
44
$220M 0.91%
1,031,869
+180,499
45
$220M 0.9%
6,552,074
+110,881
46
$218M 0.9%
2,178,319
+28,995
47
$218M 0.9%
3,515,180
-308,172
48
$213M 0.87%
1,031,319
+234,391
49
$205M 0.84%
397,973
-53,606
50
$200M 0.82%
1,358,546
+14,985
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