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
$28B
AUM Growth
-$999M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$64.5M
3
+$36M
4
BKI
Black Knight, Inc. Common Stock
BKI
+$28.2M
5
NSIT icon
Insight Enterprises
NSIT
+$25.2M

Top Sells

1
+$158M
2
+$114M
3
+$70.2M
4
AYI icon
Acuity Brands
AYI
+$57.4M
5
MANH icon
Manhattan Associates
MANH
+$53.5M

Sector Composition

1 Industrials 23.12%
2 Financials 18.47%
3 Technology 18.11%
4 Consumer Discretionary 13.56%
5 Healthcare 12.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$693M 2.48%
21,319,999
+134,942
2
$633M 2.26%
2,081,975
-519,566
3
$627M 2.24%
3,153,066
-353,377
4
$559M 2%
23,571,188
-109,567
5
$553M 1.98%
4,150,400
-240,100
6
$482M 1.72%
403,350
-7,986
7
$476M 1.7%
11,375,673
-17,751
8
$475M 1.7%
830,866
-91,930
9
$463M 1.65%
2,767,091
-10,698
10
$454M 1.62%
3,589,321
-36,734
11
$452M 1.61%
1,673,206
-161,132
12
$444M 1.58%
2,518,008
-4,872
13
$438M 1.57%
1,966,241
-42,027
14
$432M 1.54%
7,443,336
-141,775
15
$426M 1.52%
6,455,941
+104,632
16
$396M 1.41%
3,315,698
+19,672
17
$387M 1.38%
1,372,185
+7,393
18
$382M 1.36%
6,886,786
-41,661
19
$379M 1.35%
6,393,770
-468,501
20
$376M 1.34%
9,031,085
+154,024
21
$363M 1.3%
1,811,849
-44,047
22
$360M 1.29%
3,321,840
-103,084
23
$354M 1.27%
2,343,710
+35,228
24
$347M 1.24%
1,397,210
-1,652
25
$338M 1.21%
4,352,561
-12,773
1
2 3 4 5