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
$24.3B
AUM Growth
+$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$114M
3
+$59.6M
4
MLM icon
Martin Marietta Materials
MLM
+$57.4M
5
CSL icon
Carlisle Companies
CSL
+$57.1M

Top Sells

1
+$267M
2
+$191M
3
+$97.6M
4
TMX
Terminix Global Holdings, Inc.
TMX
+$71.5M
5
ANSS
Ansys
ANSS
+$71.4M

Sector Composition

1 Industrials 22.63%
2 Technology 18.77%
3 Financials 16.91%
4 Healthcare 14.31%
5 Consumer Discretionary 12.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$23.1M 0.1%
649,599
+13,498
152
$21.6M 0.09%
+2,295,746
153
$21.4M 0.09%
219,567
+15,705
154
$20.9M 0.09%
868,209
-7,196
155
$20.7M 0.09%
+347,942
156
$20.1M 0.08%
614,301
+8,223
157
$19.9M 0.08%
924,635
+12,130
158
$18.1M 0.07%
+280,767
159
$17.6M 0.07%
219,423
+39,416
160
$17.3M 0.07%
+382,339
161
$17.3M 0.07%
426,161
+4,955
162
$16.9M 0.07%
296,409
+21,882
163
$13.9M 0.06%
561,768
+23,719
164
$7.93M 0.03%
+180,308
165
$7.43M 0.03%
39,689
+5,022
166
$6.18M 0.03%
41,266
+14,232
167
$2.75M 0.01%
26,423
+67
168
$339K ﹤0.01%
3,213
+232
169
– –
-244,787
170
– –
-222,015
171
– –
-494,714
3 4 5 6
7