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
76
$126M 0.52%
2,722,857
+9,589
77
$126M 0.52%
3,522,261
+50,132
78
$109M 0.45%
2,588,682
-8,395
79
$109M 0.45%
1,295,424
+309,700
80
$107M 0.44%
251,494
-321
81
$105M 0.43%
632,693
+11,183
82
$101M 0.41%
11,567,404
-1,476,319
83
$99.3M 0.41%
455,059
+7,913
84
$99.2M 0.41%
427,038
-5,325
85
$97M 0.4%
2,706,494
+7,510
86
$96.5M 0.4%
196,800
+46,228
87
$96.4M 0.4%
1,160,320
-7,204
88
$95.2M 0.39%
1,619,545
+2,889
89
$91.4M 0.38%
728,017
+12,659
90
$91M 0.37%
1,059,589
+18,689
91
$87.8M 0.36%
941,329
+30,340
92
$87M 0.36%
537,831
+9,636
93
$86.9M 0.36%
493,472
+1,270
94
$82.8M 0.34%
497,364
+8,590
95
$75.3M 0.31%
364,815
+6,438
96
$72.3M 0.3%
525,484
+22,684
97
$69.1M 0.28%
363,418
-90,642
98
$68.2M 0.28%
477,453
+8,322
99
$68M 0.28%
490,593
+8,267
100
$66.5M 0.27%
982,210
-44,310
2 3
4
5 6