Last update 2023-05-22 111 Stocks (14 new)
Value $3.44 Bil Turnover 16 %
Portfolio Report


Atalanta Sosnoff Capital, LLC is an investment management firm based out of New York City. The company was established in 1976 by founder Martin T. Sosnoff, who is still with the company today acting as its CEO, CIO, and Chairman. Atalanta Sosnoff Capital has expanded to have locations in Cardiff, Omaha, Coral Springs, and Cleveland and currently operates with 44 employees of which 7 are investment professionals. The company conducts its research internally and utilizes a fundamental methodology to make its investment decisions. Atalanta Sosnoff Capital invests in the public equity and fixed income markets within the U.S., focusing on the growth stocks of large cap companies. The company invests most heavily in the information technology sector, which alone makes up over a fifth of its total asset allocations, and also invests in the health care, finance, industrials, energy, and utilities and telecommunications sectors, among others to a lesser degree, in order of decreasing allocation. Atalanta Sosnoff Capital’s top 10 holdings together make up over a third of its total holdings and the company has a turnover rate of 28%. The company currently holds over $2.3 billion in total assets under management spread across 156 accounts, all of which are discretionary accounts. Both of the company’s total number of accounts and total assets under management have been somewhat volatile and been in a downward trend in recent years with the company’s total assets under management having once been as high as $5.6 billion back in 2011. Atalanta Sosnoff Capital mainly caters to pension and profit sharing plans, which alone makes up over half of its client base, and also provides services to charities, corporations, pooled investment vehicles, and state or municipal government entities, in order of decreasing clientele. The company currently offers its Large Cap Equity strategy that has a long term perspective.
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