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
151
$1.43M 0.05%
24,280
+1,595
152
$1.43M 0.05%
25,439
-1,500
153
$1.42M 0.05%
23,558
+10,120
154
$1.39M 0.05%
33,138
-5,870
155
$1.38M 0.05%
26,321
-4,268
156
$1.31M 0.05%
+36,614
157
$1.31M 0.05%
19,528
+850
158
$1.3M 0.05%
21,715
159
$1.29M 0.05%
3,838
+153
160
$1.29M 0.05%
62,848
-9,817
161
$1.28M 0.05%
44,299
-52,373
162
$1.28M 0.05%
51,375
-1,719
163
$1.26M 0.05%
17,698
-557
164
$1.25M 0.05%
35,910
-1,460
165
$1.23M 0.05%
+28,936
166
$1.23M 0.05%
127,305
-19,081
167
$1.22M 0.04%
75,410
-12,653
168
$1.21M 0.04%
48,658
-7,362
169
$1.2M 0.04%
23,934
-753
170
$1.2M 0.04%
43,450
-7,325
171
$1.18M 0.04%
14,229
+3,166
172
$1.17M 0.04%
60,986
-9,882
173
$1.15M 0.04%
16,495
+3,394
174
$1.11M 0.04%
36,064
-821
175
$1.09M 0.04%
3,703
-60
5 6
7
8 9