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
$29.5B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$132M
3
+$47M
4
GPN icon
Global Payments
GPN
+$40.2M
5
V icon
Visa
V
+$35.2M

Top Sells

1
+$250M
2
+$134M
3
+$125M
4
FTDR icon
Frontdoor
FTDR
+$121M
5
CHH icon
Choice Hotels
CHH
+$112M

Sector Composition

1 Industrials 23.35%
2 Financials 18.79%
3 Technology 17.4%
4 Consumer Discretionary 13.29%
5 Healthcare 12.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$144M 0.49%
493,198
-3,622
77
$136M 0.46%
1,004,116
+297,153
78
$124M 0.42%
1,602,287
-13,748
79
$118M 0.4%
1,012,408
+6,728
80
$116M 0.39%
695,475
+4,809
81
$115M 0.39%
445,320
+2,946
82
$114M 0.39%
374,131
+2,806
83
$113M 0.38%
321,669
-26,189
84
$112M 0.38%
1,289,046
-770,476
85
$105M 0.36%
442,762
+6,841
86
$105M 0.35%
348,593
+2,303
87
$103M 0.35%
424,056
-4,958
88
$102M 0.35%
1,820,504
-117,544
89
$99.8M 0.34%
453,128
-22,841
90
$99M 0.34%
474,418
+3,157
91
$98.7M 0.33%
863,764
+18,587
92
$98.5M 0.33%
173,559
+1,184
93
$95.8M 0.32%
1,138,892
+8,738
94
$93.1M 0.32%
852,685
+3,442
95
$91.4M 0.31%
207,380
-1,852
96
$90.9M 0.31%
850,218
-45,580
97
$88.4M 0.3%
372,665
-12,181
98
$83.7M 0.28%
614,593
-124,622
99
$82.2M 0.28%
598,859
-27,128
100
$81.2M 0.27%
467,376
+3,142
2 3
4
5 6