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
$17.7B
AUM Growth
+$608M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$42.1M
3
+$28M
4
KNX icon
Knight Transportation
KNX
+$27M
5
DHR icon
Danaher
DHR
+$24.1M

Top Sells

1
+$88M
2
+$42.7M
3
+$42M
4
HD icon
Home Depot
HD
+$32M
5
EFX icon
Equifax
EFX
+$24.6M

Sector Composition

1 Industrials 23.04%
2 Technology 21.86%
3 Financials 19.98%
4 Healthcare 15.47%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$306K ﹤0.01%
3,741
+112
152
$211K ﹤0.01%
+1,422
153
– –
-239,358
154
– –
-33,694
155
– –
-216,539
156
– –
-208,281
157
– –
-27,541
158
– –
-5,468
159
– –
-541,421
160
– –
-1,151,300
3 4 5 6
7