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
151
$14.1M 0.06%
791,175
+177,473
152
$12.9M 0.06%
421,081
+9,099
153
$10.8M 0.05%
+458,248
154
$2.91M 0.01%
22,497
+487
155
$2.86M 0.01%
26,334
-7,449
156
$746K ﹤0.01%
4,931
-16,787
157
$331K ﹤0.01%
3,678
158
$210K ﹤0.01%
1,278
-6,348
159
– –
-5,611
160
– –
-696,186
161
– –
-53,726
162
– –
-848,111
3 4 5 6
7