ACM
Atlanta Capital Management Portfolio holdings
AUM
$22.5B
1-Year Return
9.67%
This Quarter Return
+7.33%
1 Year Return
-9.67%
3 Year Return
+30.19%
5 Year Return
+88.77%
10 Year Return
–
AUM
$13.7B
AUM Growth
+$341M
(+2.6%)
Cap. Flow
-$534M
Cap. Flow
% of AUM
-3.91%
Top 10 Holdings %
Top 10 Hldgs %
23.14%
Holding
191
New
5
Increased
63
Reduced
99
Closed
24
Top Buys
| 1 |
Perrigo
PRGO
|
+$53.4M |
| 2 |
Thermo Fisher Scientific
TMO
|
+$52.5M |
| 3 |
Landstar System
LSTR
|
+$39.9M |
| 4 |
ANSS
Ansys
ANSS
|
+$39.7M |
| 5 |
Dollar General
DG
|
+$38.3M |
Top Sells
| 1 |
Steris
STE
|
+$147M |
| 2 |
Morningstar
MORN
|
+$80M |
| 3 |
HCC
HCC INSURANCES HOLDINGS INC
HCC
|
+$78.7M |
| 4 |
Costco
COST
|
+$73.1M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$65M |
Sector Composition
| 1 | Technology | 19.18% |
| 2 | Industrials | 18.51% |
| 3 | Healthcare | 18.41% |
| 4 | Financials | 16.3% |
| 5 | Consumer Discretionary | 10.56% |
