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
51
$22M 0.81%
290,996
-8,366
52
$21.8M 0.8%
175,582
-16,036
53
$21.5M 0.79%
900,833
-114,499
54
$21.5M 0.79%
177,320
-25,961
55
$20.7M 0.76%
225,753
-6,940
56
$20.4M 0.75%
199,960
-17,222
57
$19.8M 0.73%
617,726
-45,380
58
$19.7M 0.72%
487,076
-19,310
59
$19.7M 0.72%
+302,410
60
$19.6M 0.72%
84,028
+13,010
61
$19.4M 0.71%
380,027
+77,551
62
$18.6M 0.68%
+425,414
63
$18.6M 0.68%
566,397
-60,912
64
$18.6M 0.68%
237,957
-1,860
65
$18.3M 0.67%
174,321
-7,227
66
$18.3M 0.67%
137,023
-11,393
67
$18.1M 0.67%
242,658
-12,559
68
$17.7M 0.65%
219,903
+63,222
69
$17.5M 0.64%
316,354
+6,562
70
$17.5M 0.64%
426,504
+406,504
71
$17.3M 0.63%
+443,405
72
$17.2M 0.63%
645,994
+11,700
73
$17.2M 0.63%
104,289
-3,350
74
$17M 0.63%
230,736
-25,863
75
$16.9M 0.62%
125,166
+15,724
1 2
3
4 5