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
$15.1B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$85.3M
3
+$59.4M
4
KEX icon
Kirby Corp
KEX
+$49.6M
5
LH icon
Labcorp
LH
+$42M

Top Sells

1
+$214M
2
+$66.5M
3
+$64.8M
4
MDT icon
Medtronic
MDT
+$44.3M
5
WST icon
West Pharmaceutical
WST
+$41.1M

Sector Composition

1 Technology 19.47%
2 Industrials 19.32%
3 Healthcare 17.65%
4 Financials 17.55%
5 Consumer Discretionary 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10.5M 0.07%
134,095
-55,038
152
$9.58M 0.06%
110,876
-512,557
153
$1.76M 0.01%
18,234
-778
154
$937K 0.01%
+10,271
155
$582K ﹤0.01%
+2,689
156
$555K ﹤0.01%
27,234
-3,230
157
$277K ﹤0.01%
3,837
+94
158
– –
-521,158
159
– –
-2,306
160
– –
-601,893
161
– –
-75,216
162
– –
-541,697
163
– –
-970,960
164
– –
-886,704
3 4 5 6
7