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
$19B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$60.1M
2
+$41.8M
3
+$33.1M
4
CHKP icon
Check Point Software Technologies
CHKP
+$33M
5
CHD icon
Church & Dwight Co
CHD
+$30.2M

Top Sells

1
+$54.1M
2
+$47.3M
3
+$30.1M
4
KNX icon
Knight Transportation
KNX
+$27M
5
BIO icon
Bio-Rad Laboratories Class A
BIO
+$24.1M

Sector Composition

1 Industrials 23.31%
2 Technology 22.68%
3 Financials 20.53%
4 Healthcare 14.08%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$126M 0.66%
829,419
-157,105
52
$112M 0.59%
1,314,446
-211,915
53
$108M 0.57%
2,360,165
-82,800
54
$106M 0.56%
2,775,876
-72,742
55
$106M 0.56%
1,137,957
-58,228
56
$99.4M 0.52%
1,380,224
-70,506
57
$97.6M 0.51%
2,472,096
+92,895
58
$94.4M 0.5%
703,205
-35,406
59
$79.4M 0.42%
403,346
-16,108
60
$76.6M 0.4%
485,497
-19,388
61
$76.4M 0.4%
1,082,290
+104,754
62
$75.9M 0.4%
732,689
+318,864
63
$72.5M 0.38%
473,276
-107,701
64
$71.9M 0.38%
1,680,018
-78,259
65
$69.6M 0.37%
1,839,616
+7,853
66
$68.8M 0.36%
1,050,062
+7,836
67
$68.6M 0.36%
1,280,597
-2,323
68
$67.6M 0.35%
1,462,460
-6,022
69
$66.3M 0.35%
690,432
-9,444
70
$65.3M 0.34%
370,017
-14,462
71
$64.8M 0.34%
835,596
-43,692
72
$63M 0.33%
450,908
+61,687
73
$62.8M 0.33%
73,716
-1,400
74
$60.8M 0.32%
654,646
-30,418
75
$59.5M 0.31%
34,217
-1,713
1 2
3
4 5