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
$28B
AUM Growth
-$999M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$64.5M
3
+$36M
4
BKI
Black Knight, Inc. Common Stock
BKI
+$28.2M
5
NSIT icon
Insight Enterprises
NSIT
+$25.2M

Top Sells

1
+$158M
2
+$114M
3
+$70.2M
4
AYI icon
Acuity Brands
AYI
+$57.4M
5
MANH icon
Manhattan Associates
MANH
+$53.5M

Sector Composition

1 Industrials 23.12%
2 Financials 18.47%
3 Technology 18.11%
4 Consumer Discretionary 13.56%
5 Healthcare 12.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$335M 1.2%
2,121,373
-9,268
27
$330M 1.18%
1,596,024
-2,123
28
$325M 1.16%
1,240,937
+174
29
$317M 1.13%
1,077,426
-273
30
$309M 1.1%
5,664,618
+23,472
31
$308M 1.1%
885,155
+213,296
32
$306M 1.09%
848,840
-8,468
33
$289M 1.03%
4,862,928
-14,135
34
$288M 1.03%
3,268,097
-8,020
35
$288M 1.03%
3,000,449
-15,113
36
$285M 1.02%
1,470,241
+7,494
37
$285M 1.02%
1,100,720
-7,051
38
$283M 1.01%
1,188,914
-8,555
39
$272M 0.97%
3,864,369
-250,205
40
$271M 0.97%
1,022,801
+5,409
41
$265M 0.95%
1,733,100
-349,683
42
$265M 0.95%
1,247,667
+5,580
43
$249M 0.89%
4,942,703
-21,332
44
$240M 0.86%
3,020,560
+6,058
45
$238M 0.85%
1,967,636
-315,084
46
$237M 0.85%
1,136,688
+4,912
47
$235M 0.84%
2,050,752
+7,815
48
$215M 0.77%
399,235
-60,537
49
$213M 0.76%
4,451,281
+7,718
50
$212M 0.76%
5,792,532
+35,402
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