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
$13.7B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$53.4M
2
+$52.5M
3
+$39.9M
4
ANSS
Ansys
ANSS
+$39.7M
5
DG icon
Dollar General
DG
+$38.3M

Top Sells

1
+$147M
2
+$80M
3
+$78.7M
4
COST icon
Costco
COST
+$73.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$65M

Sector Composition

1 Technology 19.18%
2 Industrials 18.51%
3 Healthcare 18.41%
4 Financials 16.3%
5 Consumer Discretionary 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33.7M 0.25%
417,034
-1,261
102
$32.8M 0.24%
655,734
-115,468
103
$32.7M 0.24%
332,190
-136,016
104
$32.4M 0.24%
682,035
-3,262
105
$32.3M 0.24%
751,763
-5,328
106
$32.2M 0.24%
275,713
-773
107
$31.5M 0.23%
520,615
-2,949
108
$31.1M 0.23%
875,798
+381,584
109
$29.9M 0.22%
1,424,077
-12,124
110
$29.6M 0.22%
617,607
+3,266
111
$28.9M 0.21%
563,085
-3,114
112
$28.6M 0.21%
1,137,074
+2,404
113
$26.1M 0.19%
1,097,161
+173,200
114
$25.9M 0.19%
224,734
-1,835
115
$25.9M 0.19%
35,693
+15,930
116
$25.8M 0.19%
708,234
+465,166
117
$25.3M 0.19%
615,323
-2,905
118
$25.1M 0.18%
423,397
+5,963
119
$24.7M 0.18%
578,384
+265,254
120
$24.7M 0.18%
728,577
+30,542
121
$23.4M 0.17%
424,749
+3,830
122
$23.3M 0.17%
466,897
-93,145
123
$22.2M 0.16%
940,907
-15,384
124
$21.8M 0.16%
209,020
+55
125
$20.8M 0.15%
298,313
-32,075
3 4
5
6 7