ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.46B
1-Year Est. Return 9.98%
This Quarter Est. Return
1 Year Est. Return
+9.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.72B
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$47.4M
2
+$19.7M
3
+$18.6M
4
JD icon
JD.com
JD
+$17.3M
5
MDLZ icon
Mondelez International
MDLZ
+$16.7M

Top Sells

1
+$33.9M
2
+$25.4M
3
+$22.5M
4
GMED icon
Globus Medical
GMED
+$22.2M
5
MET icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$441K 0.02%
14,210
227
$440K 0.02%
8,675
+1,285
228
$439K 0.02%
5,394
229
$432K 0.02%
17,380
230
$421K 0.02%
+6,513
231
$416K 0.02%
26,137
232
$415K 0.02%
7,440
233
$404K 0.01%
9,583
+1,588
234
$403K 0.01%
15,720
-1,675
235
$393K 0.01%
17,822
236
$386K 0.01%
3,725
237
$385K 0.01%
14,150
238
$385K 0.01%
4,444
239
$380K 0.01%
10,609
-105
240
$374K 0.01%
2,458
+185
241
$372K 0.01%
5,730
-2,865
242
$362K 0.01%
4,000
243
$360K 0.01%
6,730
244
$348K 0.01%
5,490
+50
245
$345K 0.01%
5,415
246
$334K 0.01%
1,638
-27
247
$326K 0.01%
5,624
-31,440
248
$306K 0.01%
7,040
249
$297K 0.01%
1,500
250
$291K 0.01%
27,180
-6,052
8 9
10
11 12