ACM
Atlanta Capital Management Portfolio holdings
AUM
$22.5B
1-Year Return
9.67%
This Quarter Return
+8.83%
1 Year Return
-9.67%
3 Year Return
+30.19%
5 Year Return
+88.77%
10 Year Return
–
AUM
$14.6B
AUM Growth
+$637M
(+4.6%)
Cap. Flow
-$412M
Cap. Flow
% of AUM
-2.83%
Top 10 Holdings %
Top 10 Hldgs %
18.69%
Holding
215
New
15
Increased
32
Reduced
144
Closed
13
Top Buys
| 1 |
Jones Lang LaSalle
JLL
|
+$80.7M |
| 2 |
Manhattan Associates
MANH
|
+$72M |
| 3 |
Cognizant
CTSH
|
+$71.1M |
| 4 |
Steris
STE
|
+$58.5M |
| 5 |
EOG Resources
EOG
|
+$49.2M |
Top Sells
| 1 |
eBay
EBAY
|
+$103M |
| 2 |
SLH
SOLERA HOLDINGS, INC. COM
SLH
|
+$82.3M |
| 3 |
Amazon
AMZN
|
+$73.6M |
| 4 |
LKQ Corp
LKQ
|
+$70.4M |
| 5 |
Apple
AAPL
|
+$63.6M |
Sector Composition
| 1 | Financials | 19.95% |
| 2 | Industrials | 17.41% |
| 3 | Healthcare | 16.84% |
| 4 | Technology | 15% |
| 5 | Consumer Discretionary | 12.76% |
