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
$19B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$60.1M
2
+$41.8M
3
+$33.1M
4
CHKP icon
Check Point Software Technologies
CHKP
+$33M
5
CHD icon
Church & Dwight Co
CHD
+$30.2M

Top Sells

1
+$54.1M
2
+$47.3M
3
+$30.1M
4
KNX icon
Knight Transportation
KNX
+$27M
5
BIO icon
Bio-Rad Laboratories Class A
BIO
+$24.1M

Sector Composition

1 Industrials 23.31%
2 Technology 22.68%
3 Financials 20.53%
4 Healthcare 14.08%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$37.6M 0.2%
1,261,619
-42,270
102
$37.2M 0.2%
424,866
-1,305
103
$37M 0.19%
604,970
+83,202
104
$34.7M 0.18%
171,606
-4,048
105
$33.2M 0.17%
645,663
-33,354
106
$31.8M 0.17%
664,755
-24,010
107
$30.9M 0.16%
635,210
-16,509
108
$30.8M 0.16%
464,191
+11,323
109
$30.6M 0.16%
325,079
-17,556
110
$29.6M 0.16%
1,846,740
-44,595
111
$29.5M 0.15%
470,856
-17,476
112
$29M 0.15%
695,510
-58,681
113
$28.9M 0.15%
133,628
-6,546
114
$28.6M 0.15%
369,403
-8,889
115
$27.4M 0.14%
481,747
-20,123
116
$26.8M 0.14%
537,122
+90,786
117
$26.5M 0.14%
720,652
-38,966
118
$25.5M 0.13%
841,024
-2,524
119
$25.5M 0.13%
1,042,301
-38,434
120
$25.5M 0.13%
292,033
+203,047
121
$25.1M 0.13%
250,280
+6,556
122
$24.7M 0.13%
191,207
-7,570
123
$24.7M 0.13%
173,050
+4,688
124
$22.3M 0.12%
810,109
+508,282
125
$22.1M 0.12%
294,172
-17,432
3 4
5
6 7