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
$27B
AUM Growth
-$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$71.9M
3
+$66.9M
4
BURL icon
Burlington
BURL
+$35.1M
5
MCO icon
Moody's
MCO
+$34.5M

Top Sells

1
+$214M
2
+$191M
3
+$158M
4
WEX icon
WEX
WEX
+$103M
5
CSL icon
Carlisle Companies
CSL
+$102M

Sector Composition

1 Industrials 23.18%
2 Financials 20.76%
3 Technology 17.59%
4 Healthcare 12.66%
5 Consumer Discretionary 12.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$339M 1.26%
2,246,721
+73,471
27
$337M 1.25%
2,393,377
+36,894
28
$331M 1.23%
1,381,250
-1,042
29
$296M 1.1%
3,267,307
+162,407
30
$295M 1.09%
1,651,900
-579,619
31
$293M 1.09%
3,747,973
+222,677
32
$285M 1.05%
1,484,442
+5,339
33
$284M 1.05%
4,774,711
-26,219
34
$283M 1.05%
1,097,742
+14,858
35
$281M 1.04%
1,488,930
+9,060
36
$280M 1.04%
3,883,157
-180,950
37
$280M 1.04%
1,023,386
+7,873
38
$279M 1.03%
3,174,108
+51,752
39
$274M 1.02%
2,076,411
+12,611
40
$273M 1.01%
686,032
+3,247
41
$271M 1%
5,966,852
+635,505
42
$260M 0.96%
1,033,312
+3,518
43
$247M 0.91%
601,355
+458,921
44
$236M 0.88%
1,060,714
-195,305
45
$228M 0.85%
5,001,195
-38,910
46
$226M 0.84%
706,372
+4,195
47
$223M 0.83%
5,834,096
+43,729
48
$221M 0.82%
1,299,597
+8,127
49
$221M 0.82%
5,865,552
+34,988
50
$217M 0.81%
3,630,490
-135,345
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