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
$17.7B
AUM Growth
+$608M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$42.1M
3
+$28M
4
KNX icon
Knight Transportation
KNX
+$27M
5
DHR icon
Danaher
DHR
+$24.1M

Top Sells

1
+$88M
2
+$42.7M
3
+$42M
4
HD icon
Home Depot
HD
+$32M
5
EFX icon
Equifax
EFX
+$24.6M

Sector Composition

1 Industrials 23.04%
2 Technology 21.86%
3 Financials 19.98%
4 Healthcare 15.47%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$607M 3.43%
567,924
+3,264
2
$602M 3.41%
2,489,815
-29,649
3
$518M 2.93%
4,223,621
-23,662
4
$421M 2.38%
6,886,781
-36,079
5
$405M 2.29%
13,823,865
+68,886
6
$395M 2.23%
3,554,419
-14,309
7
$394M 2.23%
8,333,016
-26,318
8
$394M 2.23%
3,240,867
-124,917
9
$376M 2.13%
4,284,363
-14,565
10
$367M 2.08%
1,934,953
-38,659
11
$363M 2.05%
2,580,832
-8,653
12
$355M 2.01%
3,159,659
+156,252
13
$350M 1.98%
1,575,722
-71,478
14
$346M 1.96%
5,241,983
-6,643
15
$329M 1.86%
7,912,766
+222,359
16
$327M 1.85%
5,464,104
+33,162
17
$312M 1.77%
3,614,654
-43,767
18
$296M 1.67%
4,481,078
+8,637
19
$294M 1.66%
2,932,717
+1,634
20
$284M 1.61%
14,352,954
+2,321,491
21
$270M 1.53%
3,176,556
-28,814
22
$268M 1.52%
2,607,258
-7,193
23
$262M 1.48%
13,381,059
-79,373
24
$261M 1.47%
1,455,866
-110
25
$242M 1.37%
1,414,460
+824
1
2 3 4 5