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
$19.3B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$37.2M
3
+$25.3M
4
TEL icon
TE Connectivity
TEL
+$24.8M
5
KNSL icon
Kinsale Capital Group
KNSL
+$24.1M

Top Sells

1
+$78.3M
2
+$42.8M
3
+$21.7M
4
LOW icon
Lowe's Companies
LOW
+$18M
5
AAPL icon
Apple
AAPL
+$13.7M

Sector Composition

1 Industrials 23.03%
2 Technology 22.6%
3 Financials 20.63%
4 Healthcare 14.19%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22M 0.11%
412,566
-9,629
127
$20.7M 0.11%
591,199
-21,527
128
$20.1M 0.1%
246,197
-4,537
129
$20M 0.1%
794,642
-15,467
130
$19.9M 0.1%
523,136
+6,891
131
$19.6M 0.1%
504,526
+9,608
132
$19.1M 0.1%
385,566
-6,991
133
$18.7M 0.1%
265,271
-810
134
$18.3M 0.09%
632,878
-236
135
$18.2M 0.09%
218,460
-2,161
136
$17.8M 0.09%
396,816
+7,988
137
$17.8M 0.09%
295,475
+1,303
138
$16.5M 0.09%
464,105
-9,842
139
$14.7M 0.08%
682,216
-8,340
140
$12.7M 0.07%
573,284
+21,473
141
$9.53M 0.05%
153,098
-1,225
142
$5.35M 0.03%
66,726
-628
143
$4.08M 0.02%
63,066
-728
144
$4.04M 0.02%
21,440
-201
145
$2.06M 0.01%
+14,006
146
$1.1M 0.01%
10,416
147
$887K ﹤0.01%
5,843
-30,919
148
$305K ﹤0.01%
3,741
149
– –
-323,680
150
– –
-20,479
3 4 5
6
7