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
$29.5B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$132M
3
+$47M
4
GPN icon
Global Payments
GPN
+$40.2M
5
V icon
Visa
V
+$35.2M

Top Sells

1
+$250M
2
+$134M
3
+$125M
4
FTDR icon
Frontdoor
FTDR
+$121M
5
CHH icon
Choice Hotels
CHH
+$112M

Sector Composition

1 Industrials 23.35%
2 Financials 18.79%
3 Technology 17.4%
4 Consumer Discretionary 13.29%
5 Healthcare 12.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$79.9M 0.27%
495,195
+3,237
102
$78.9M 0.27%
598,324
+3,792
103
$78.3M 0.27%
660,460
-3,985
104
$77.1M 0.26%
186,104
+1,188
105
$74.4M 0.25%
394,624
+2,245
106
$72.7M 0.25%
886,879
+143,130
107
$72.4M 0.25%
641,084
-9,160
108
$70.5M 0.24%
582,179
-17,855
109
$70.1M 0.24%
1,056,693
+7,674
110
$69.8M 0.24%
474,607
-1,197
111
$67.2M 0.23%
142,434
+941
112
$64.9M 0.22%
1,132,215
-10,775
113
$64.3M 0.22%
960,418
+19,271
114
$60.3M 0.2%
393,121
-6,341
115
$59M 0.2%
218,419
+1,622
116
$57.8M 0.2%
365,612
+46,343
117
$57M 0.19%
717,799
+36,421
118
$56.3M 0.19%
695,368
+23,422
119
$55.1M 0.19%
262,112
+31,482
120
$52.5M 0.18%
156,218
-2,243
121
$52M 0.18%
502,761
-269,588
122
$51.9M 0.18%
373,303
-9,860
123
$51.4M 0.17%
1,312,824
+60,709
124
$51M 0.17%
1,071,549
+183,101
125
$49.6M 0.17%
1,723,034
+261,596
3 4
5
6 7