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
$27.9B
AUM Growth
+$3.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$94.4M
3
+$80.9M
4
TRU icon
TransUnion
TRU
+$77.4M
5
APD icon
Air Products & Chemicals
APD
+$69.3M

Top Sells

1
+$163M
2
+$146M
3
+$128M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$91.2M
5
CDW icon
CDW
CDW
+$90.6M

Sector Composition

1 Industrials 22.64%
2 Technology 18.88%
3 Financials 17.49%
4 Healthcare 13.93%
5 Consumer Discretionary 12.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$71.2M 0.26%
589,049
+8,012
102
$70.9M 0.25%
249,628
+5,704
103
$70.5M 0.25%
186,980
+5,251
104
$69.6M 0.25%
423,920
-53,533
105
$69.3M 0.25%
+253,706
106
$69.3M 0.25%
346,244
-17,174
107
$68.4M 0.25%
884,349
-97,861
108
$68.4M 0.25%
223,937
+4,083
109
$67.5M 0.24%
553,946
-7,979
110
$66.5M 0.24%
1,137,848
+32,201
111
$66.2M 0.24%
1,247,525
+34,888
112
$63.4M 0.23%
242,663
-32,072
113
$61.4M 0.22%
774,336
-83,503
114
$59.8M 0.21%
1,487,820
-85,758
115
$59.5M 0.21%
638,416
-521,904
116
$59.4M 0.21%
883,185
-53,772
117
$58.1M 0.21%
669,233
-40,720
118
$54M 0.19%
703,262
-62,029
119
$53.2M 0.19%
370,574
+10,421
120
$52.1M 0.19%
246,102
-1,136
121
$51.6M 0.19%
332,253
-13,885
122
$51.4M 0.18%
1,644,774
-120,104
123
$51M 0.18%
1,325,856
-79,789
124
$50.6M 0.18%
153,949
+53,228
125
$48.7M 0.17%
968,264
-122,843
3 4
5
6 7