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
126
$1.85M 0.07%
74,366
+30,318
127
$1.84M 0.07%
46,202
-7,551
128
$1.79M 0.07%
+41,869
129
$1.77M 0.06%
115,535
-3,143
130
$1.77M 0.06%
47,540
-8,098
131
$1.72M 0.06%
11,404
+1,170
132
$1.72M 0.06%
35,600
+12,808
133
$1.72M 0.06%
41,949
+14,117
134
$1.69M 0.06%
24,179
-857
135
$1.68M 0.06%
39,069
-1,581
136
$1.67M 0.06%
57,333
+18,361
137
$1.67M 0.06%
38,911
-4,435
138
$1.61M 0.06%
13,274
+8,644
139
$1.6M 0.06%
64,889
-2,950
140
$1.57M 0.06%
38,890
+17,928
141
$1.55M 0.06%
15,384
-63
142
$1.54M 0.06%
+31,998
143
$1.54M 0.06%
61,470
+22,768
144
$1.54M 0.06%
8,617
+3,362
145
$1.53M 0.06%
21,286
+10,275
146
$1.51M 0.06%
61,943
-88,005
147
$1.48M 0.05%
50,782
-689
148
$1.47M 0.05%
7,580
-1,495
149
$1.45M 0.05%
50,826
-8,154
150
$1.44M 0.05%
11,262
-4,455
4 5
6
7 8