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
$17.7B
AUM Growth
+$608M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$42.1M
3
+$28M
4
KNX icon
Knight Transportation
KNX
+$27M
5
DHR icon
Danaher
DHR
+$24.1M

Top Sells

1
+$88M
2
+$42.7M
3
+$42M
4
HD icon
Home Depot
HD
+$32M
5
EFX icon
Equifax
EFX
+$24.6M

Sector Composition

1 Industrials 23.04%
2 Technology 21.86%
3 Financials 19.98%
4 Healthcare 15.47%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$36.1M 0.2%
302,853
+624
102
$34.8M 0.2%
688,765
-8,629
103
$34.5M 0.2%
262,913
-1,696
104
$33.9M 0.19%
515,653
-813
105
$32.3M 0.18%
630,651
-8,029
106
$31.8M 0.18%
754,191
-24,802
107
$31.1M 0.18%
378,292
-2,478
108
$31.1M 0.18%
175,654
+6,240
109
$30.8M 0.17%
798,464
-56,184
110
$30.3M 0.17%
452,868
-2,461
111
$30.1M 0.17%
616,916
-432,679
112
$29.7M 0.17%
679,017
-28,805
113
$29.5M 0.17%
342,635
-7,079
114
$28.1M 0.16%
501,870
-4,030
115
$27.8M 0.16%
759,618
-15,512
116
$27.2M 0.15%
1,891,335
+134,850
117
$27M 0.15%
+648,821
118
$26.1M 0.15%
140,174
-2,065
119
$25.3M 0.14%
488,332
-16,146
120
$24.8M 0.14%
1,080,735
-2,184
121
$24.2M 0.14%
843,548
+1,838
122
$23.9M 0.14%
198,777
-446
123
$23.5M 0.13%
311,604
-9,434
124
$23.2M 0.13%
+243,724
125
$23M 0.13%
+168,362
3 4
5
6 7