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
$15.1B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$85.3M
3
+$59.4M
4
KEX icon
Kirby Corp
KEX
+$49.6M
5
LH icon
Labcorp
LH
+$42M

Top Sells

1
+$214M
2
+$66.5M
3
+$64.8M
4
MDT icon
Medtronic
MDT
+$44.3M
5
WST icon
West Pharmaceutical
WST
+$41.1M

Sector Composition

1 Technology 19.47%
2 Industrials 19.32%
3 Healthcare 17.65%
4 Financials 17.55%
5 Consumer Discretionary 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$53.4M 0.35%
490,497
-48,079
77
$52.1M 0.35%
658,971
-76,458
78
$49.9M 0.33%
540,929
-65,112
79
$49.7M 0.33%
739,450
-88,087
80
$47.2M 0.31%
1,262,200
+168,564
81
$46.5M 0.31%
1,099,230
-404,631
82
$46.4M 0.31%
1,818,910
-22,632
83
$46.1M 0.31%
377,688
-65,414
84
$44.3M 0.29%
1,543,207
-59,456
85
$44M 0.29%
812,498
-95,152
86
$43.7M 0.29%
1,065,636
+129,516
87
$43M 0.29%
817,587
-90,945
88
$42.4M 0.28%
663,978
-18,746
89
$42.2M 0.28%
935,484
+172,695
90
$42M 0.28%
+355,278
91
$41.9M 0.28%
50,536
+5,680
92
$41.4M 0.27%
1,461,458
-152,185
93
$41.2M 0.27%
1,051,038
-30,689
94
$38.7M 0.26%
901,278
+98,759
95
$38.5M 0.26%
+1,348,598
96
$38.2M 0.25%
1,210,447
-146,578
97
$38.1M 0.25%
429,733
-47,000
98
$38.1M 0.25%
402,639
-14,510
99
$36.5M 0.24%
590,718
-63,194
100
$36.2M 0.24%
466,217
+3,625
2 3
4
5 6