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
$14.6B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$50.7M
3
+$48.8M
4
V icon
Visa
V
+$43M
5
SEIC icon
SEI Investments
SEIC
+$36.4M

Top Sells

1
+$92M
2
+$76.4M
3
+$57.5M
4
ORLY icon
O'Reilly Automotive
ORLY
+$52.9M
5
AGN
Allergan Inc
AGN
+$52.2M

Sector Composition

1 Financials 19.59%
2 Industrials 17.66%
3 Healthcare 16.11%
4 Consumer Discretionary 14.79%
5 Technology 13.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$113M 0.77%
2,360,327
-90,632
52
$113M 0.77%
1,077,556
+25,939
53
$109M 0.75%
6,723,480
-435,620
54
$107M 0.73%
3,082,958
+8,824
55
$105M 0.72%
844,378
-87,149
56
$101M 0.69%
695,701
-26,528
57
$101M 0.69%
1,065,415
-49,466
58
$101M 0.69%
604,236
-2,188
59
$98.5M 0.67%
1,466,365
+1,372
60
$98.5M 0.67%
1,239,649
+270,950
61
$97.8M 0.67%
386,444
+18,305
62
$97.6M 0.67%
969,000
-55,561
63
$97M 0.66%
1,999,732
-52,881
64
$95.7M 0.65%
21,287,856
-3,984
65
$95M 0.65%
1,346,593
-1,111
66
$93.9M 0.64%
4,454,758
-208,014
67
$93.3M 0.64%
2,204,670
+3,023
68
$90M 0.62%
532,040
-308,708
69
$88.1M 0.6%
7,120,152
-446,544
70
$87M 0.59%
898,527
+89,047
71
$85.2M 0.58%
1,009,780
-40,084
72
$84.7M 0.58%
921,436
-4,702
73
$83.7M 0.57%
980,146
+1,014
74
$81.9M 0.56%
1,713,317
-87,802
75
$81.5M 0.56%
1,203,799
+113,683
1 2
3
4 5