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
$15.2B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$64.9M
2 +$52.6M
3 +$48.5M
4
GWR
Genesee & Wyoming Inc.
GWR
+$33.6M
5
V icon
Visa
V
+$30.3M

Top Sells

1 +$109M
2 +$88.8M
3 +$88.5M
4
J icon
Jacobs Solutions
J
+$74.5M
5
BKNG icon
Booking.com
BKNG
+$65.2M

Sector Composition

1 Industrials 19.5%
2 Financials 17.92%
3 Consumer Discretionary 16.24%
4 Healthcare 14.92%
5 Technology 13.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-4,592
202
-22,334