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
$24.3B
AUM Growth
+$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$114M
3
+$59.6M
4
MLM icon
Martin Marietta Materials
MLM
+$57.4M
5
CSL icon
Carlisle Companies
CSL
+$57.1M

Top Sells

1
+$267M
2
+$191M
3
+$97.6M
4
TMX
Terminix Global Holdings, Inc.
TMX
+$71.5M
5
ANSS
Ansys
ANSS
+$71.4M

Sector Composition

1 Industrials 22.63%
2 Technology 18.77%
3 Financials 16.91%
4 Healthcare 14.31%
5 Consumer Discretionary 12.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$65.6M 0.27%
671,607
+11,948
102
$64.5M 0.27%
181,729
+2,953
103
$64.2M 0.26%
709,953
-9,234
104
$63.5M 0.26%
1,105,647
+19,362
105
$63.4M 0.26%
347,144
+1,295
106
$63.1M 0.26%
402,260
+22,633
107
$62.1M 0.26%
274,735
+4,709
108
$57.8M 0.24%
581,037
-1,073
109
$57.4M 0.24%
+243,924
110
$55.3M 0.23%
936,957
+76,322
111
$55.2M 0.23%
1,168,807
+112,747
112
$55.1M 0.23%
561,925
+15,088
113
$54.5M 0.22%
857,839
+546
114
$50.8M 0.21%
219,854
-10
115
$48.9M 0.2%
1,573,578
+8,604
116
$48.7M 0.2%
186,042
-22,948
117
$47.9M 0.2%
398,064
-811,140
118
$47M 0.19%
360,153
+5,858
119
$46.8M 0.19%
263,708
-108,747
120
$46.8M 0.19%
247,238
+1,941
121
$46.5M 0.19%
1,245,780
+176,997
122
$46.5M 0.19%
602,583
+3,325
123
$45.7M 0.19%
431,307
+1,988
124
$45.6M 0.19%
1,764,878
+3,014
125
$45.2M 0.19%
436,969
-223,883
3 4
5
6 7