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
$24.3B
AUM Growth
+$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$114M
3
+$59.6M
4
MLM icon
Martin Marietta Materials
MLM
+$57.4M
5
CSL icon
Carlisle Companies
CSL
+$57.1M

Top Sells

1
+$267M
2
+$191M
3
+$97.6M
4
TMX
Terminix Global Holdings, Inc.
TMX
+$71.5M
5
ANSS
Ansys
ANSS
+$71.4M

Sector Composition

1 Industrials 22.63%
2 Technology 18.77%
3 Financials 16.91%
4 Healthcare 14.31%
5 Consumer Discretionary 12.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$180M 0.74%
1,877,760
+19,035
52
$179M 0.74%
2,161,421
-335,571
53
$177M 0.73%
542,393
+19,360
54
$175M 0.72%
5,706,150
+47,910
55
$174M 0.72%
1,693,623
+2,825
56
$174M 0.72%
6,429,580
+76,376
57
$166M 0.68%
3,205,680
+31,191
58
$163M 0.67%
4,191,232
+22,917
59
$163M 0.67%
1,556,762
+12,056
60
$162M 0.67%
4,470,687
+32,866
61
$155M 0.64%
2,343,319
+793
62
$154M 0.63%
1,963,367
+62,738
63
$153M 0.63%
14,385,119
-1,585,703
64
$151M 0.62%
450,440
-103,653
65
$148M 0.61%
1,761,554
-286,176
66
$148M 0.61%
189,392
+11,933
67
$146M 0.6%
850,193
-297,347
68
$145M 0.6%
891,052
+7,374
69
$144M 0.59%
2,346,071
-323,087
70
$138M 0.57%
2,018,432
+872,197
71
$136M 0.56%
407,250
-86,305
72
$136M 0.56%
+4,910,861
73
$136M 0.56%
1,181,693
+15,112
74
$135M 0.55%
1,602,119
-2,270,897
75
$127M 0.52%
716,228
+17,053
1 2
3
4 5