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 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
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