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
$16.3B
AUM Growth
+$582M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$73.1M
3
+$32.4M
4
TRU icon
TransUnion
TRU
+$31.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$29.7M

Top Sells

1
+$260M
2
+$110M
3
+$74.4M
4
AAPL icon
Apple
AAPL
+$66.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$47.2M

Sector Composition

1 Technology 21.24%
2 Industrials 20.48%
3 Financials 18.22%
4 Healthcare 17.63%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$34.6M 0.21%
299,183
+63,506
102
$34.5M 0.21%
1,320,414
-104,419
103
$34.3M 0.21%
509,181
-51,252
104
$33.8M 0.21%
710,685
-60,003
105
$32.5M 0.2%
229,538
+19,317
106
$32.2M 0.2%
162,037
+30,216
107
$30.8M 0.19%
1,711,200
+434,025
108
$30.8M 0.19%
224,944
+76,804
109
$30.7M 0.19%
565,521
+15,325
110
$30.2M 0.19%
291,831
+53,724
111
$30.1M 0.19%
380,554
-50,201
112
$30.1M 0.18%
452,268
-42,641
113
$30M 0.18%
736,037
-98,609
114
$29.9M 0.18%
710,691
+37,773
115
$29.7M 0.18%
+238,740
116
$29.4M 0.18%
200,420
+35,135
117
$28.6M 0.18%
412,087
+163,800
118
$28.1M 0.17%
357,329
-947,839
119
$27.5M 0.17%
338,537
-41,314
120
$27.4M 0.17%
556,754
-50,020
121
$27.2M 0.17%
+455,026
122
$27.1M 0.17%
+538,860
123
$26.3M 0.16%
807,551
-83,613
124
$26.1M 0.16%
500,684
-39,609
125
$25.9M 0.16%
1,098,297
-103,685
3 4
5
6 7