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
$29.5B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$132M
3
+$47M
4
GPN icon
Global Payments
GPN
+$40.2M
5
V icon
Visa
V
+$35.2M

Top Sells

1
+$250M
2
+$134M
3
+$125M
4
FTDR icon
Frontdoor
FTDR
+$121M
5
CHH icon
Choice Hotels
CHH
+$112M

Sector Composition

1 Industrials 23.35%
2 Financials 18.79%
3 Technology 17.4%
4 Consumer Discretionary 13.29%
5 Healthcare 12.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$49.5M 0.17%
175,934
-87
127
$49M 0.17%
378,654
+28,502
128
$48.4M 0.16%
462,312
-660,480
129
$46.2M 0.16%
395,868
-9,674
130
$45.9M 0.16%
127,630
-515
131
$44.8M 0.15%
482,276
+3,885
132
$44.5M 0.15%
135,771
-2,575
133
$44.5M 0.15%
113,829
+747
134
$42.5M 0.14%
993,086
+44,769
135
$42M 0.14%
1,210,565
-6,801
136
$41.9M 0.14%
747,136
-5,532
137
$41.2M 0.14%
514,531
-11,783
138
$40.5M 0.14%
926,555
+19,069
139
$36.9M 0.12%
455,105
+52,649
140
$36.6M 0.12%
680,063
-18,933
141
$36.6M 0.12%
343,567
+63,776
142
$35.8M 0.12%
374,342
-10,082
143
$35.4M 0.12%
129,649
-4,252
144
$35.4M 0.12%
607,236
+84,169
145
$35M 0.12%
830,316
+498
146
$34.1M 0.12%
202,205
-1,121
147
$33.8M 0.11%
678,126
+227
148
$33.8M 0.11%
813,281
+204,658
149
$33.6M 0.11%
228,370
-4,161
150
$33.2M 0.11%
125,385
+58,073
3 4 5
6
7