ACM
Atlanta Capital Management Portfolio holdings
AUM
$22.5B
This Quarter Return
+3.19%
1 Year Return
-9.67%
3 Year Return
+30.19%
5 Year Return
+88.77%
10 Year Return
–
AUM
$13.2B
AUM Growth
–
Cap. Flow
+$13.2B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.83%
Holding
209
New
209
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Morningstar
MORN
|
$305M |
| 2 |
Markel Group
MKL
|
$288M |
| 3 |
LKQ Corp
LKQ
|
$266M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$252M |
| 5 |
Affiliated Managers Group
AMG
|
$249M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 17.69% |
| 2 | Financials | 16.74% |
| 3 | Consumer Discretionary | 16.6% |
| 4 | Technology | 14.45% |
| 5 | Healthcare | 14.24% |
