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
76
$56.3M 0.3%
1,582,984
-36,702
77
$53.6M 0.28%
658,124
+87,950
78
$53.4M 0.28%
665,800
-14,150
79
$52.4M 0.28%
411,679
-16,206
80
$51.8M 0.27%
759,116
-29,708
81
$49.6M 0.26%
442,705
-11,264
82
$49M 0.26%
468,700
-22,582
83
$48.8M 0.26%
1,218,256
-47,219
84
$47.5M 0.25%
441,659
-15,653
85
$47M 0.25%
1,081,333
-60,320
86
$45.4M 0.24%
310,720
-1,788
87
$44.5M 0.23%
371,308
-13,586
88
$44.2M 0.23%
340,640
-14,676
89
$41M 0.22%
299,103
-10,194
90
$41M 0.22%
299,676
-3,177
91
$40.9M 0.22%
471,364
-20,914
92
$39.4M 0.21%
238,812
-12,423
93
$39.4M 0.21%
685,336
-32,229
94
$39.1M 0.21%
1,192,049
-47,384
95
$38.1M 0.2%
251,204
-11,709
96
$38.1M 0.2%
598,143
-32,508
97
$38M 0.2%
829,310
-30,294
98
$38M 0.2%
542,645
+26,992
99
$37.9M 0.2%
562,854
-21,654
100
$37.7M 0.2%
655,557
-31,360
2 3
4
5 6