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
$23B
AUM Growth
+$763M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$91.9M
3
+$61.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$59.4M
5
IT icon
Gartner
IT
+$58.8M

Top Sells

1
+$205M
2
+$146M
3
+$91.9M
4
CPRT icon
Copart
CPRT
+$88.1M
5
CHD icon
Church & Dwight Co
CHD
+$62M

Sector Composition

1 Industrials 24.58%
2 Technology 18.8%
3 Financials 18.26%
4 Healthcare 15.28%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$827M 3.59%
26,297,248
+722,535
2
$738M 3.2%
22,989,506
-1,529,124
3
$729M 3.16%
2,146,136
-270,591
4
$702M 3.04%
8,650,751
-54,787
5
$629M 2.73%
11,252,436
-81,014
6
$561M 2.43%
6,950,461
-184,120
7
$465M 2.02%
3,921,606
-290,239
8
$464M 2.02%
7,313,031
+969,751
9
$460M 2%
4,155,368
-53,964
10
$449M 1.95%
2,220,593
-3,341
11
$411M 1.78%
4,544,861
-16,511
12
$398M 1.73%
3,232,056
-1,661,667
13
$389M 1.69%
1,599,206
+8,926
14
$387M 1.68%
2,655,968
-4,557
15
$360M 1.56%
4,385,108
+8,740
16
$346M 1.5%
292,715
+1,060
17
$339M 1.47%
3,809,596
+598,937
18
$332M 1.44%
5,608,255
-15,895
19
$296M 1.28%
2,070,347
+410,910
20
$292M 1.27%
1,780,846
-176,025
21
$288M 1.25%
5,404,991
+731,952
22
$287M 1.25%
2,966,359
-5,155
23
$286M 1.24%
1,662,571
+101,521
24
$265M 1.15%
5,462,423
-27,353
25
$265M 1.15%
5,419,284
+13,936
1
2 3 4 5