ACM
Atlanta Capital Management Portfolio holdings
AUM
$22.5B
1-Year Est. Return
9.67%
1 Year Est. Return
-9.67%
AUM
$23.2B
AUM Growth
-$3.77B
(-14%)
Holding
171
Top Buys
| 1 | +$56.2M | |
| 2 | +$49.5M | |
| 3 | +$45.7M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$45.3M |
| 5 |
Trimble
TRMB
|
+$44.2M |
Top Sells
| 1 | +$145M | |
| 2 | +$78.7M | |
| 3 | +$67M | |
| 4 |
Mondelez International
MDLZ
|
+$66.8M |
| 5 |
Carlisle Companies
CSL
|
+$52.1M |
Sector Composition
| 1 | Industrials | 22.82% |
| 2 | Financials | 20.89% |
| 3 | Technology | 18.06% |
| 4 | Consumer Discretionary | 13.19% |
| 5 | Healthcare | 11.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Martin Marietta Materials
MLM
$37B
| $59.9M | 0.26% |
200,223
+1,328
|
|
||
102
ICU Medical
ICUI
$3.57B
| $59.6M | 0.26% |
362,604
-6,187
|
|
||
103
Moody's
MCO
$85.6B
| $58.8M | 0.25% |
216,015
-38
|
|
||
104
TE Connectivity
TEL
$70.8B
| $56.5M | 0.24% |
499,688
+1,087
|
|
||
105
PayPal
PYPL
$56.9B
| $56.2M | 0.24% |
+804,552
|
|
||
|
BECN
106
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $55.8M | 0.24% |
1,087,262
-40,176
|
|
||
107
Advanced Drainage Systems
WMS
$11.3B
| $52.7M | 0.23% |
585,594
-3,974
|
|
||
108
Moog Inc Class A
MOG.A
$7.46B
| $52.4M | 0.23% |
659,601
-34,447
|
|
||
109
Accenture
ACN
$167B
| $52.1M | 0.22% |
187,797
+419
|
|
||
110
Forward Air
FWRD
$816M
| $51.1M | 0.22% |
555,515
-20,345
|
|
||
111
CBIZ
CBZ
$2.73B
| $50.3M | 0.22% |
1,259,127
-42,405
|
|
||
112
TransUnion
TRU
$16B
| $49.9M | 0.21% |
623,997
-29,883
|
|
||
113
Integra LifeSciences
IART
$1.07B
| $49.7M | 0.21% |
920,353
-35,644
|
|
||
114
Ametek
AME
$45.5B
| $49.6M | 0.21% |
451,540
-5,401
|
|
||
115
Idexx Laboratories
IDXX
$55.9B
| $49.5M | 0.21% |
+141,213
|
|
||
116
J&J Snack Foods
JJSF
$1.77B
| $49.2M | 0.21% |
352,161
-12,857
|
|
||
117
Unifirst Corp
UNF
$3.29B
| $44.4M | 0.19% |
257,957
-10,663
|
|
||
118
Labcorp
LH
$21.6B
| $44.4M | 0.19% |
220,419
+482
|
|
||
119
Wolverine World Wide
WWW
$1.49B
| $43M | 0.19% |
2,134,778
+339,087
|
|
||
120
Insight Enterprises
NSIT
$2.63B
| $42.9M | 0.18% |
497,140
+20,225
|
|
||
121
RLI Corp
RLI
$5.76B
| $41.7M | 0.18% |
714,980
-29,612
|
|
||
122
Sherwin-Williams
SHW
$79.7B
| $40.5M | 0.17% |
180,735
-1,510
|
|
||
123
Huron Consulting
HURN
$2.95B
| $39.8M | 0.17% |
612,870
-63,604
|
|
||
|
PRFT
124
DELISTED
Perficient Inc
PRFT
| $39.4M | 0.17% |
429,821
+47,311
|
|
||
125
Silgan Holdings
SLGN
$4.07B
| $39M | 0.17% |
943,453
-41,992
|
|