ACA
Anchor Capital Advisors Portfolio holdings
AUM
$3.41B
1-Year Return
14.91%
This Quarter Return
+3.74%
1 Year Return
+14.91%
3 Year Return
+55.11%
5 Year Return
+118.7%
10 Year Return
+238.83%
AUM
$2.72B
AUM Growth
-$147M
(-5.1%)
Cap. Flow
-$232M
Cap. Flow
% of AUM
-8.5%
Top 10 Holdings %
Top 10 Hldgs %
19.24%
Holding
324
New
20
Increased
61
Reduced
158
Closed
49
Top Buys
| 1 |
NUVA
NuVasive, Inc.
NUVA
|
$47.4M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
$19.7M |
| 3 |
Dentsply Sirona
XRAY
|
$18.6M |
| 4 |
JD.com
JD
|
$17.3M |
| 5 |
Mondelez International
MDLZ
|
$16.7M |
Top Sells
| 1 |
Haemonetics
HAE
|
$33.9M |
| 2 |
TWX
Time Warner Inc
TWX
|
$25.4M |
| 3 |
AT&T
T
|
$22.5M |
| 4 |
Globus Medical
GMED
|
$22.2M |
| 5 |
MetLife
MET
|
$18.7M |
Sector Composition
| 1 | Financials | 18.69% |
| 2 | Healthcare | 14.37% |
| 3 | Technology | 13.23% |
| 4 | Industrials | 8.72% |
| 5 | Consumer Staples | 8.48% |
