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
$15.1B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1 +$128M
2 +$85.3M
3 +$59.4M
4
KEX icon
Kirby Corp
KEX
+$49.6M
5
LH icon
Labcorp
LH
+$42M

Top Sells

1 +$214M
2 +$66.5M
3 +$64.8M
4
MDT icon
Medtronic
MDT
+$44.3M
5
WST icon
West Pharmaceutical
WST
+$41.1M

Sector Composition

1 Technology 19.47%
2 Industrials 19.32%
3 Healthcare 17.65%
4 Financials 17.55%
5 Consumer Discretionary 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$103M 0.69%
1,793,874
-110,033
52
$103M 0.68%
1,605,340
-93,508
53
$98.9M 0.66%
1,422,724
-549,351
54
$96.6M 0.64%
5,949,536
-722,080
55
$96M 0.64%
788,591
-91,520
56
$91.9M 0.61%
62,440
-7,419
57
$90.1M 0.6%
3,189,216
-2,294,564
58
$89.4M 0.59%
878,052
+112,208
59
$85.3M 0.57%
+543,040
60
$83.3M 0.55%
689,779
+58,574
61
$80.3M 0.53%
1,828,487
+3,510
62
$78.6M 0.52%
996,387
+159,328
63
$72.1M 0.48%
489,072
-88,258
64
$71.2M 0.47%
1,320,588
-153,636
65
$70.8M 0.47%
525,758
-1,587,085
66
$70.6M 0.47%
2,594,746
-27,516
67
$67.8M 0.45%
2,044,332
-248,140
68
$65.8M 0.44%
1,265,795
+141,659
69
$63.4M 0.42%
494,310
-53,343
70
$61.9M 0.41%
1,110,362
-5,814
71
$60.9M 0.4%
655,652
-66,393
72
$59.4M 0.39%
+1,395,433
73
$57.9M 0.38%
2,103,772
+13,123
74
$57.6M 0.38%
479,683
-12,617
75
$55M 0.36%
783,514
-343,414