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
$15.2B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$52.6M
3
+$48.5M
4
GWR
Genesee & Wyoming Inc.
GWR
+$33.6M
5
V icon
Visa
V
+$30.3M

Top Sells

1
+$109M
2
+$88.8M
3
+$88.5M
4
J icon
Jacobs Solutions
J
+$74.5M
5
BKNG icon
Booking.com
BKNG
+$65.2M

Sector Composition

1 Industrials 19.5%
2 Financials 17.92%
3 Consumer Discretionary 16.24%
4 Healthcare 14.92%
5 Technology 13.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$49.5M 0.32%
422,311
-15,272
102
$46.5M 0.3%
553,764
-174,535
103
$44.8M 0.29%
1,171,385
-11,099
104
$44.2M 0.29%
1,199,408
-44,279
105
$43.4M 0.28%
774,441
+78,718
106
$43.3M 0.28%
366,481
+44,581
107
$42.1M 0.28%
619,227
-30,551
108
$42.1M 0.28%
156,219
-6,052
109
$41.6M 0.27%
235,394
-9,162
110
$40.8M 0.27%
723,362
-1,676
111
$40.6M 0.27%
2,096,732
-101,536
112
$38.1M 0.25%
1,465,716
-327,390
113
$37.9M 0.25%
581,309
-16,406
114
$36.6M 0.24%
833,473
+2,787
115
$36.4M 0.24%
752,100
-25,943
116
$34.3M 0.23%
699,229
-10,162
117
$34.2M 0.22%
1,405,812
-33,032
118
$33.8M 0.22%
407,803
-17,898
119
$33.6M 0.22%
+349,918
120
$33.1M 0.22%
407,771
-22,228
121
$32.3M 0.21%
784,198
-21,578
122
$32.1M 0.21%
944,943
-35,397
123
$31.3M 0.21%
465,493
+50,475
124
$31.2M 0.2%
492,954
-3,133
125
$30.6M 0.2%
425,202
-15,466
3 4
5
6 7