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
$14B
AUM Growth
+$388M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$85.2M
3
+$81.4M
4
SEIC icon
SEI Investments
SEIC
+$74.3M
5
MSFT icon
Microsoft
MSFT
+$69M

Top Sells

1
+$151M
2
+$126M
3
+$102M
4
ARG
Airgas Inc
ARG
+$100M
5
HSY icon
Hershey
HSY
+$51.6M

Sector Composition

1 Industrials 19.63%
2 Technology 19.51%
3 Healthcare 18.94%
4 Financials 16.4%
5 Consumer Discretionary 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20.9M 0.15%
581,903
-9,775
127
$20.9M 0.15%
370,804
-7,765
128
$20.8M 0.15%
691,587
-15,655
129
$20.4M 0.15%
646,896
+155,919
130
$20.2M 0.14%
494,555
+53,923
131
$19.4M 0.14%
262,522
-35,791
132
$19.2M 0.14%
308,912
-6,809
133
$17.7M 0.13%
445,427
-7,975
134
$16.8M 0.12%
675,764
-18,408
135
$16.5M 0.12%
297,824
-4,982
136
$16.5M 0.12%
902,445
+86,955
137
$15.8M 0.11%
146,575
+21,020
138
$15.7M 0.11%
179,212
-152,978
139
$15.4M 0.11%
161,955
+21,477
140
$15.3M 0.11%
298,612
+30,364
141
$14.9M 0.11%
230,141
-6,144
142
$14.8M 0.11%
802,100
-12,253
143
$14.6M 0.1%
109,262
+11,689
144
$14.3M 0.1%
81,549
+39,174
145
$14.1M 0.1%
318,735
-4,563
146
$13.9M 0.1%
330,298
-6,984
147
$12.7M 0.09%
137,446
-559,926
148
$11.7M 0.08%
727,504
-1,081
149
$11.2M 0.08%
61,499
+6,663
150
$11M 0.08%
339,720
-1,579
3 4 5
6
7