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
$18B
AUM Growth
-$3.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$147M
3
+$121M
4
SXT icon
Sensient Technologies
SXT
+$107M
5
CHH icon
Choice Hotels
CHH
+$104M

Top Sells

1
+$190M
2
+$162M
3
+$158M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$132M
5
IEX icon
IDEX
IEX
+$125M

Sector Composition

1 Industrials 23.62%
2 Financials 18.61%
3 Technology 18.15%
4 Healthcare 15.64%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.85M 0.01%
51,393
+49
152
$489K ﹤0.01%
5,611
-2,414
153
– –
-208,422
154
– –
-294,097
155
– –
-14,078
156
– –
-6,281
157
– –
-4,022
158
– –
-749,762
159
– –
-984,983
3 4 5 6
7