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
$19.3B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$80.5M
2 +$37.2M
3 +$25.3M
4
TEL icon
TE Connectivity
TEL
+$24.8M
5
KNSL icon
Kinsale Capital Group
KNSL
+$24.1M

Top Sells

1 +$78.3M
2 +$42.8M
3 +$21.7M
4
LOW icon
Lowe's Companies
LOW
+$18M
5
AAPL icon
Apple
AAPL
+$13.7M

Sector Composition

1 Industrials 23.03%
2 Technology 22.6%
3 Financials 20.63%
4 Healthcare 14.19%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$128M 0.66%
884,517
-4,458
52
$120M 0.62%
1,312,153
-2,293
53
$115M 0.6%
1,378,257
-1,967
54
$114M 0.59%
2,323,672
-36,493
55
$113M 0.59%
2,781,962
+6,086
56
$106M 0.55%
1,135,880
-2,077
57
$106M 0.55%
726,943
+553,893
58
$96.3M 0.5%
702,276
-929
59
$85.1M 0.44%
490,960
+5,463
60
$84.9M 0.44%
854,690
+122,001
61
$83.1M 0.43%
798,930
+108,498
62
$81.5M 0.42%
2,448,712
-23,384
63
$79.7M 0.41%
2,007,239
+167,623
64
$78.4M 0.41%
1,080,510
-1,780
65
$77.1M 0.4%
1,080,979
+30,917
66
$74M 0.38%
403,178
-168
67
$72.5M 0.37%
472,362
-914
68
$70M 0.36%
1,677,077
-2,941
69
$68.9M 0.36%
834,257
+176,133
70
$67.5M 0.35%
82,107
+8,391
71
$65.7M 0.34%
1,452,611
-9,849
72
$65M 0.34%
810,984
-24,612
73
$65M 0.34%
1,286,678
+6,081
74
$61.5M 0.32%
410,767
-912
75
$60.6M 0.31%
1,540,570
-42,414