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
$29.5B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$132M
3
+$47M
4
GPN icon
Global Payments
GPN
+$40.2M
5
V icon
Visa
V
+$35.2M

Top Sells

1
+$250M
2
+$134M
3
+$125M
4
FTDR icon
Frontdoor
FTDR
+$121M
5
CHH icon
Choice Hotels
CHH
+$112M

Sector Composition

1 Industrials 23.35%
2 Financials 18.79%
3 Technology 17.4%
4 Consumer Discretionary 13.29%
5 Healthcare 12.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$360M 1.22%
3,469,119
+147,279
27
$351M 1.19%
1,082,884
+5,458
28
$350M 1.18%
1,479,103
-116,921
29
$348M 1.18%
1,058,932
+550,512
30
$347M 1.18%
1,015,513
-85,207
31
$336M 1.14%
3,525,296
+257,199
32
$331M 1.12%
1,227,922
-13,015
33
$320M 1.09%
3,775,841
+1,558,150
34
$320M 1.08%
5,331,347
+388,644
35
$313M 1.06%
2,231,519
-286,489
36
$303M 1.02%
3,104,900
+104,451
37
$301M 1.02%
1,029,794
+6,993
38
$297M 1.01%
3,765,835
-98,534
39
$296M 1%
1,256,019
+8,352
40
$293M 0.99%
5,790,367
+125,749
41
$282M 0.96%
2,063,800
+13,048
42
$282M 0.95%
682,785
-166,055
43
$268M 0.91%
1,144,377
+7,689
44
$265M 0.9%
3,122,356
+101,796
45
$255M 0.86%
5,830,564
+38,032
46
$253M 0.86%
3,053,035
+288,392
47
$250M 0.85%
1,935,876
-31,760
48
$249M 0.84%
4,800,930
-61,998
49
$243M 0.82%
702,177
+4,573
50
$241M 0.82%
4,064,107
-387,174
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