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
251
$289K 0.01%
+1,560
252
$288K 0.01%
9,350
253
$285K 0.01%
+2,538
254
$274K 0.01%
6,390
-50
255
$272K 0.01%
15,987
256
$271K 0.01%
1,195
-295
257
$268K 0.01%
2,257
-667
258
$264K 0.01%
15,620
+3,160
259
$264K 0.01%
3,170
260
$261K 0.01%
+1,650
261
$259K 0.01%
3,110
262
$255K 0.01%
5,853
-428,739
263
$255K 0.01%
3,880
264
$248K 0.01%
1,830
265
$244K 0.01%
4,675
266
$242K 0.01%
+3,540
267
$234K 0.01%
+5,050
268
$223K 0.01%
2,866
269
$212K 0.01%
11,783
-1,300
270
$209K 0.01%
1,785
271
$205K 0.01%
+1,530
272
$164K 0.01%
2,514
-48
273
$163K 0.01%
13,760
274
$127K ﹤0.01%
10,635
275
$114K ﹤0.01%
1,413
9 10
11
12 13