ACM
Atlanta Capital Management Portfolio holdings
AUM
$22.5B
1-Year Return
9.67%
This Quarter Return
-5.49%
1 Year Return
-9.67%
3 Year Return
+30.19%
5 Year Return
+88.77%
10 Year Return
–
AUM
$13.3B
AUM Growth
-$1.4B
(-9.5%)
Cap. Flow
-$522M
Cap. Flow
% of AUM
-3.92%
Top 10 Holdings %
Top 10 Hldgs %
21.74%
Holding
198
New
8
Increased
78
Reduced
84
Closed
12
Top Buys
| 1 |
Amphenol
APH
|
+$81.4M |
| 2 |
3M
MMM
|
+$77.5M |
| 3 |
TMX
Terminix Global Holdings, Inc.
TMX
|
+$75.4M |
| 4 |
Bio-Techne
TECH
|
+$73.9M |
| 5 |
IDEX
IEX
|
+$70.4M |
Top Sells
| 1 |
HCC
HCC INSURANCES HOLDINGS INC
HCC
|
+$279M |
| 2 |
PLL
PALL CORP
PLL
|
+$121M |
| 3 |
Starbucks
SBUX
|
+$85.7M |
| 4 |
Eaton
ETN
|
+$60M |
| 5 |
Intercontinental Exchange
ICE
|
+$59.2M |
Sector Composition
| 1 | Technology | 19.06% |
| 2 | Healthcare | 17.89% |
| 3 | Financials | 17.55% |
| 4 | Industrials | 16.98% |
| 5 | Consumer Discretionary | 10.49% |
