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
$13.7B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1 +$53.4M
2 +$52.5M
3 +$39.9M
4
ANSS
Ansys
ANSS
+$39.7M
5
DG icon
Dollar General
DG
+$38.3M

Top Sells

1 +$147M
2 +$80M
3 +$78.7M
4
COST icon
Costco
COST
+$73.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$65M

Sector Composition

1 Technology 19.18%
2 Industrials 18.51%
3 Healthcare 18.41%
4 Financials 16.3%
5 Consumer Discretionary 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$99.9M 0.73%
2,268,426
+230,541
52
$99.7M 0.73%
702,550
+370,080
53
$99.5M 0.73%
1,594,155
-133,507
54
$98.5M 0.72%
860,773
+25,240
55
$96M 0.7%
313,466
+27,575
56
$88.3M 0.65%
69,255
-10,320
57
$88M 0.64%
2,440,396
-16,727
58
$87.3M 0.64%
603,656
+369,259
59
$86.9M 0.64%
2,022,967
-312,195
60
$85.4M 0.63%
534,419
-324
61
$83.8M 0.61%
1,205,292
-198,002
62
$83.1M 0.61%
2,944,208
-419,484
63
$82.5M 0.6%
6,320,496
-157,456
64
$77.2M 0.57%
1,407,936
-211,908
65
$73.6M 0.54%
700,883
-110,186
66
$73.5M 0.54%
1,366,820
-27,439
67
$70.8M 0.52%
562,207
-91,417
68
$70M 0.51%
1,288,583
-496,633
69
$66.8M 0.49%
659,868
-100,688
70
$65.1M 0.48%
1,099,309
-9,737
71
$62.3M 0.46%
697,372
-126,046
72
$62.2M 0.46%
763,893
+80,525
73
$57.5M 0.42%
392,679
-71,922
74
$57.3M 0.42%
475,682
-3,986
75
$55.9M 0.41%
534,118
-82,143