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
101
$5.35M 0.2%
25,759
+8,521
102
$4.76M 0.17%
34,714
-972
103
$3.1M 0.11%
11
104
$2.97M 0.11%
30,868
+6,931
105
$2.91M 0.11%
58,584
-2,478
106
$2.76M 0.1%
58,923
+16,564
107
$2.75M 0.1%
46,466
+17,092
108
$2.71M 0.1%
33,441
-7,617
109
$2.56M 0.09%
105,666
-925,574
110
$2.51M 0.09%
54,083
+13,449
111
$2.49M 0.09%
17,958
112
$2.42M 0.09%
91,665
+25,899
113
$2.39M 0.09%
77,934
+20,007
114
$2.38M 0.09%
59,810
115
$2.29M 0.08%
38,805
+9,876
116
$2.21M 0.08%
51,174
+14,180
117
$2.1M 0.08%
40,365
-1,287
118
$2.07M 0.08%
55,134
+17,705
119
$2.05M 0.08%
24,935
+7,819
120
$1.99M 0.07%
20,135
-1,495
121
$1.97M 0.07%
22,220
-8,709
122
$1.92M 0.07%
32,985
+9,830
123
$1.92M 0.07%
39,989
+13,955
124
$1.9M 0.07%
52,180
-34,218
125
$1.86M 0.07%
60,831
-9,842
3 4
5
6 7