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
26
$30.6M 1.12%
310,069
-30,971
27
$30.4M 1.12%
867,960
-59,436
28
$29.1M 1.07%
324,102
-377,870
29
$28.9M 1.06%
346,614
-49,276
30
$28.7M 1.05%
831,063
-69,195
31
$28.4M 1.04%
335,486
-21,973
32
$27.4M 1%
794,635
-67,056
33
$27.3M 1%
376,102
-19,672
34
$27.1M 0.99%
408,681
-8,537
35
$26.6M 0.98%
575,880
-83,568
36
$26.5M 0.97%
476,200
-35,470
37
$26.4M 0.97%
342,933
+19,913
38
$26.1M 0.96%
45,349
-3,063
39
$25.9M 0.95%
592,779
+167,815
40
$25.6M 0.94%
23,641
-1,660
41
$25.1M 0.92%
134,612
-8,147
42
$24.9M 0.91%
407,575
-40,405
43
$24.9M 0.91%
186,870
-6,900
44
$24.5M 0.9%
485,846
-57,833
45
$24.1M 0.88%
1,183,388
-130,456
46
$23.7M 0.87%
354,324
-29,204
47
$23M 0.84%
456,614
-50,080
48
$22.9M 0.84%
454,262
-53,164
49
$22.9M 0.84%
266,903
-7,433
50
$22.1M 0.81%
290,116
-26,550
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