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
$27B
AUM Growth
-$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$71.9M
3
+$66.9M
4
BURL icon
Burlington
BURL
+$35.1M
5
MCO icon
Moody's
MCO
+$34.5M

Top Sells

1
+$214M
2
+$191M
3
+$158M
4
WEX icon
WEX
WEX
+$103M
5
CSL icon
Carlisle Companies
CSL
+$102M

Sector Composition

1 Industrials 23.18%
2 Financials 20.76%
3 Technology 17.59%
4 Healthcare 12.66%
5 Consumer Discretionary 12.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$663M 2.46%
14,943,918
-4,294,615
2
$653M 2.42%
2,653,712
-415,155
3
$629M 2.33%
23,177,147
-386,847
4
$589M 2.18%
399,013
-3,151
5
$551M 2.04%
3,948,840
-236,840
6
$516M 1.91%
1,733,045
+24,770
7
$496M 1.84%
10,179,458
-953,220
8
$481M 1.78%
814,270
+4,051
9
$467M 1.73%
2,105,914
-22,856
10
$439M 1.62%
6,068,306
-4,793
11
$437M 1.62%
1,679,340
-329
12
$400M 1.48%
1,297,695
-13,280
13
$392M 1.45%
1,105,479
+46,547
14
$388M 1.44%
2,737,604
-135,707
15
$386M 1.43%
1,800,416
-11,801
16
$386M 1.43%
6,378,534
-112,541
17
$383M 1.42%
4,574,796
+798,955
18
$370M 1.37%
1,227,829
-93
19
$365M 1.35%
1,022,707
+6,667
20
$360M 1.33%
5,981,635
-337,407
21
$354M 1.31%
7,756,327
-919,470
22
$349M 1.29%
3,442,607
-26,512
23
$343M 1.27%
4,217,058
+45,428
24
$341M 1.26%
1,697,656
-784,853
25
$340M 1.26%
2,891,306
-117,419
1
2 3 4 5