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
$23B
AUM Growth
+$763M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$91.9M
3
+$61.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$59.4M
5
IT icon
Gartner
IT
+$58.8M

Top Sells

1
+$205M
2
+$146M
3
+$91.9M
4
CPRT icon
Copart
CPRT
+$88.1M
5
CHD icon
Church & Dwight Co
CHD
+$62M

Sector Composition

1 Industrials 24.58%
2 Technology 18.8%
3 Financials 18.26%
4 Healthcare 15.28%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$171M 0.74%
3,569,459
-11,203
52
$167M 0.73%
843,750
+69,417
53
$167M 0.72%
1,055,234
-56,990
54
$158M 0.68%
7,854,640
-4,385,840
55
$156M 0.68%
1,902,547
+1,119,481
56
$155M 0.67%
639,136
+304
57
$155M 0.67%
3,372,451
-1,762
58
$153M 0.67%
1,662,819
+140,038
59
$153M 0.66%
789,046
+65,038
60
$151M 0.66%
750,500
-111,075
61
$150M 0.65%
1,370,445
+284,595
62
$145M 0.63%
1,166,279
-64,129
63
$143M 0.62%
3,695,968
-593
64
$140M 0.61%
2,681,688
+4,942
65
$137M 0.6%
2,207,883
+6,778
66
$137M 0.59%
1,147,637
+5,943
67
$135M 0.58%
+3,225,027
68
$116M 0.5%
4,818,048
+1,034,212
69
$115M 0.5%
106,113
+7,959
70
$113M 0.49%
1,554,523
-554,853
71
$109M 0.47%
1,371,963
+477,187
72
$104M 0.45%
392,049
+30,109
73
$93.4M 0.41%
1,121,168
+3,763
74
$90.8M 0.39%
1,641,320
+45,891
75
$90.1M 0.39%
678,932
+44,663
1 2
3
4 5