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
$19.3B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$80.5M
2 +$37.2M
3 +$25.3M
4
TEL icon
TE Connectivity
TEL
+$24.8M
5
KNSL icon
Kinsale Capital Group
KNSL
+$24.1M

Top Sells

1 +$78.3M
2 +$42.8M
3 +$21.7M
4
LOW icon
Lowe's Companies
LOW
+$18M
5
AAPL icon
Apple
AAPL
+$13.7M

Sector Composition

1 Industrials 23.03%
2 Technology 22.6%
3 Financials 20.63%
4 Healthcare 14.19%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$34.4M 0.18%
650,285
-5,272
102
$34M 0.18%
249,336
-1,868
103
$34M 0.18%
671,910
-23,600
104
$33.6M 0.17%
642,584
-3,079
105
$32.6M 0.17%
129,287
-4,341
106
$32.6M 0.17%
561,677
-1,177
107
$32.2M 0.17%
607,625
+9,482
108
$31.5M 0.16%
315,683
-9,396
109
$31.2M 0.16%
469,240
-1,616
110
$30.6M 0.16%
1,858,410
+11,670
111
$29.9M 0.15%
465,203
+1,012
112
$29.7M 0.15%
518,294
-18,828
113
$28.6M 0.15%
168,610
-2,996
114
$28.5M 0.15%
365,968
-3,435
115
$28.4M 0.15%
13,667
-20,550
116
$28.1M 0.15%
251,931
+1,651
117
$27M 0.14%
260,179
-208,521
118
$26.6M 0.14%
1,023,468
-18,833
119
$26.2M 0.14%
826,720
-14,304
120
$25.3M 0.13%
472,233
-9,514
121
$24.8M 0.13%
+248,206
122
$24.7M 0.13%
289,563
-2,470
123
$24.5M 0.13%
715,582
-5,070
124
$24.1M 0.12%
+469,268
125
$23.6M 0.12%
191,968
+761