ACM
Atlanta Capital Management Portfolio holdings
AUM
$22.5B
1-Year Return
9.67%
This Quarter Return
+6.75%
1 Year Return
-9.67%
3 Year Return
+30.19%
5 Year Return
+88.77%
10 Year Return
–
AUM
$29B
AUM Growth
+$689M
(+2.4%)
Cap. Flow
-$1.02B
Cap. Flow
% of AUM
-3.51%
Top 10 Holdings %
Top 10 Hldgs %
19.35%
Holding
176
New
6
Increased
23
Reduced
143
Closed
4
Top Buys
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$185M |
| 2 |
Advanced Drainage Systems
WMS
|
+$86.3M |
| 3 |
SEI Investments
SEIC
|
+$78M |
| 4 |
Ball Corp
BALL
|
+$71.2M |
| 5 |
Dolby
DLB
|
+$47.4M |
Top Sells
| 1 |
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
|
+$161M |
| 2 |
TransUnion
TRU
|
+$132M |
| 3 |
Burlington
BURL
|
+$125M |
| 4 |
Trimble
TRMB
|
+$88.8M |
| 5 |
Jones Lang LaSalle
JLL
|
+$88.4M |
Sector Composition
| 1 | Industrials | 24.17% |
| 2 | Financials | 18.02% |
| 3 | Technology | 17.92% |
| 4 | Consumer Discretionary | 13.33% |
| 5 | Healthcare | 12.9% |