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
$14.6B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$80.7M
2
+$72M
3
+$71.1M
4
STE icon
Steris
STE
+$58.5M
5
EOG icon
EOG Resources
EOG
+$49.2M

Top Sells

1
+$103M
2
+$82.3M
3
+$73.6M
4
LKQ icon
LKQ Corp
LKQ
+$70.4M
5
AAPL icon
Apple
AAPL
+$63.6M

Sector Composition

1 Financials 19.95%
2 Industrials 17.41%
3 Healthcare 16.84%
4 Technology 15%
5 Consumer Discretionary 12.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$27.2M 0.19%
468,440
-210,323
127
$27.1M 0.19%
417,972
-12,015
128
$25.5M 0.18%
522,598
-24,544
129
$25.3M 0.17%
281,763
-13,524
130
$24.9M 0.17%
845,786
-43,623
131
$24.5M 0.17%
294,717
-14,933
132
$24.2M 0.17%
353,285
-17,266
133
$23.6M 0.16%
596,847
+83,989
134
$23.5M 0.16%
138,406
-6,273
135
$22.9M 0.16%
569,045
-17,954
136
$22.6M 0.16%
241,103
-6,224
137
$22.2M 0.15%
771,520
+96,874
138
$22.2M 0.15%
715,275
-22,974
139
$22.2M 0.15%
65,385
-58,909
140
$21.7M 0.15%
325,085
-21,612
141
$21.6M 0.15%
177,703
-7,742
142
$20.6M 0.14%
421,262
-8,716
143
$20.4M 0.14%
1,364,985
-40,154
144
$19.6M 0.13%
406,591
-16,992
145
$19.4M 0.13%
305,814
-10,755
146
$19.2M 0.13%
264,940
-12,009
147
$18.8M 0.13%
752,503
-32,390
148
$18.8M 0.13%
466,052
-11,866
149
$18.2M 0.13%
705,192
-9,442
150
$17.3M 0.12%
622,197
+138,994
4 5
6
7 8