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
$23B
AUM Growth
+$763M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$91.9M
3
+$61.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$59.4M
5
IT icon
Gartner
IT
+$58.8M

Top Sells

1
+$205M
2
+$146M
3
+$91.9M
4
CPRT icon
Copart
CPRT
+$88.1M
5
CHD icon
Church & Dwight Co
CHD
+$62M

Sector Composition

1 Industrials 24.58%
2 Technology 18.8%
3 Financials 18.26%
4 Healthcare 15.28%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$27.7M 0.12%
728,612
+235,830
127
$27.2M 0.12%
904,782
+200,305
128
$27.1M 0.12%
13,829
+877
129
$27M 0.12%
476,153
+6,838
130
$26.9M 0.12%
113,087
+657
131
$26.6M 0.12%
633,293
-12,958
132
$26.5M 0.12%
586,714
-22,662
133
$26.4M 0.11%
466,450
+11,277
134
$26.3M 0.11%
255,806
-10,077
135
$25.4M 0.11%
215,469
-3,626
136
$24.1M 0.1%
227,313
+102,056
137
$23.9M 0.1%
443,413
-30
138
$23.3M 0.1%
995,806
-3,260
139
$23.1M 0.1%
1,314,249
-9,979
140
$22.9M 0.1%
236,090
-2,724
141
$22.6M 0.1%
353,221
-6,607
142
$22.5M 0.1%
448,964
+2,272
143
$22.2M 0.1%
1,317,515
-5,989
144
$22.1M 0.1%
781,972
-15,928
145
$22M 0.1%
123,694
+17,999
146
$21.6M 0.09%
217,729
-1,611
147
$20.6M 0.09%
657,987
+335,349
148
$20.3M 0.09%
664,029
-7,410
149
$19.2M 0.08%
574,687
+36,384
150
$19.2M 0.08%
138,192
-1,542
3 4 5
6
7