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
$17.7B
AUM Growth
+$608M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$42.1M
3
+$28M
4
KNX icon
Knight Transportation
KNX
+$27M
5
DHR icon
Danaher
DHR
+$24.1M

Top Sells

1
+$88M
2
+$42.7M
3
+$42M
4
HD icon
Home Depot
HD
+$32M
5
EFX icon
Equifax
EFX
+$24.6M

Sector Composition

1 Industrials 23.04%
2 Technology 21.86%
3 Financials 19.98%
4 Healthcare 15.47%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$117M 0.66%
1,165,812
-3,267
52
$114M 0.64%
1,526,361
-64,437
53
$109M 0.62%
2,442,965
-68,178
54
$105M 0.59%
2,848,618
-59,838
55
$97M 0.55%
1,196,185
-45,239
56
$95M 0.54%
738,611
-31,604
57
$92.5M 0.52%
1,450,730
-61,073
58
$78.5M 0.44%
580,977
+25,671
59
$77.6M 0.44%
2,379,201
-16,005
60
$75.7M 0.43%
1,831,763
+39,388
61
$73.6M 0.42%
419,454
+22,681
62
$71.8M 0.41%
504,885
+296,481
63
$71.5M 0.4%
1,758,277
+128,851
64
$68.8M 0.39%
1,282,920
-21,208
65
$67.9M 0.38%
1,468,482
-37,327
66
$67.2M 0.38%
1,042,226
+260,842
67
$67.2M 0.38%
977,536
+208,199
68
$65.8M 0.37%
35,930
-1,540
69
$65.7M 0.37%
384,479
-16,686
70
$64.4M 0.36%
75,116
+1,529
71
$59.8M 0.34%
1,619,686
-36,616
72
$58.2M 0.33%
699,876
+262,188
73
$56.2M 0.32%
879,288
-9,319
74
$54.8M 0.31%
685,064
-28,959
75
$50.6M 0.29%
389,221
+106,622
1 2
3
4 5