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ACA
Anchor Capital Advisors Portfolio holdings
AUM
$3.51B
1-Year Est. Return
16.99%
This Fund
S&P 500
This Quarter
Est. Return
+1.55%
1 Year Est. Return
+16.99%
3 Year Est. Return
+54.72%
5 Year Est. Return
+78.01%
10 Year Est. Return
+273.33%
AUM
$4.68B
AUM Growth
–
Cap. Flow
+$4.71B
Cap. Flow
% of AUM
100.73%
Top 10 Holdings %
Top 10 Hldgs %
19.67%
Holding
290
New
290
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
CB
CHUBB CORPORATION
CB
|
+$112M |
| 2 |
Sun Communities
SUI
|
+$98.6M |
| 3 |
Sempra
SRE
|
+$94.6M |
| 4 |
Welltower
WELL
|
+$93.4M |
| 5 |
Healthpeak Properties
DOC
|
+$92.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.7% |
| 2 | Utilities | 12.16% |
| 3 | Consumer Discretionary | 12.08% |
| 4 | Healthcare | 10.64% |
| 5 | Real Estate | 9.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Becton Dickinson
BDX
$46.4B
| $540K | 0.01% |
+5,602
| New | +$534K |
|
|
DRIV
227
DELISTED
DIGITAL RIVER INC.
DRIV
| $527K | 0.01% |
+28,081
| New | +$446K |
|
|
TCP
228
DELISTED
TC Pipelines LP
TCP
| $526K | 0.01% |
+10,905
| New | +$503K |
|
229
SLB Ltd
SLB
$72.7B
| $521K | 0.01% |
+7,270
| New | +$538K |
|
|
AAWW
230
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $520K | 0.01% |
+11,891
| New | +$511K |
|
231
IAMGOLD
IAG
$8.05B
| $509K | 0.01% |
+117,650
| New | +$627K |
|
232
Camden Property Trust
CPT
$11.5B
| $494K | 0.01% |
+7,144
| New | +$503K |
|
|
EEP
233
DELISTED
Enbridge Energy Partners
EEP
| $481K | 0.01% |
+15,768
| New | +$471K |
|
234
Cato Corp
CATO
$65.7M
| $480K | 0.01% |
+19,241
| New | +$470K |
|
235
Ryder
R
$9.9B
| $474K | 0.01% |
+7,800
| New | +$470K |
|
236
Pfizer
PFE
$143B
| $458K | 0.01% |
+17,230
| New | +$476K |
|
237
Skywest
SKYW
$4.35B
| $443K | 0.01% |
+32,745
| New | +$467K |
|
|
SBNY
238
DELISTED
Signature Bank
SBNY
| $442K | 0.01% |
+5,320
| New | +$410K |
|
239
Alcoa
AA
$11.3B
| $435K | 0.01% |
+23,139
| New | +$463K |
|
240
Woodward
WWD
$23B
| $430K | 0.01% |
+10,738
| New | +$406K |
|
241
Park Aerospace
PKE
$720M
| $429K | 0.01% |
+17,872
| New | +$429K |
|
242
Philip Morris
PM
$309B
| $411K | 0.01% |
+4,750
| New | +$441K |
|
|
HCBK
243
DELISTED
HUDSON CITY BANCORP INC
HCBK
| $411K | 0.01% |
+44,800
| New | +$379K |
|
244
Paychex
PAYX
$43.4B
| $401K | 0.01% |
+10,970
| New | +$404K |
|
245
Plains All American Pipeline
PAA
$17.6B
| $393K | 0.01% |
+7,034
| New | +$398K |
|
246
Sprott Physical Gold
PHYS
$14.6B
| $391K | 0.01% |
+38,200
| New | +$451K |
|
|
PXD
247
DELISTED
Pioneer Natural Resource Co.
PXD
| $362K | 0.01% |
+2,504
| New | +$334K |
|
248
Verizon
VZ
$197B
| $356K | 0.01% |
+7,066
| New | +$361K |
|
249
Watsco Inc
WSO
$13.2B
| $350K | 0.01% |
+4,165
| New | +$352K |
|
|
AOI
250
DELISTED
Alliance One International
AOI
| $346K | 0.01% |
+9,108
| New | +$341K |
|
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Anchor Capital Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Anchor Capital Advisors, which disclosed 290 positions worth $4.68B. Its ten largest holdings account for 20% of the portfolio.
Its largest position is CHUBB CORPORATION: 1,275,837 shares worth $108M.
By sector, the portfolio is most concentrated in Financials at 18% of assets, followed by Utilities and Consumer Discretionary.
- Anchor Capital Advisors's largest Q2 2013 buy was CHUBB CORPORATION: 1,275,837 shares worth $108M.
- Anchor Capital Advisors's ten largest holdings make up 20% of its $4.68B portfolio in Q2 2013.
- Anchor Capital Advisors disclosed 290 positions in Q2 2013, its first 13F filing on record.
Based on Anchor Capital Advisors's 13F filing for Q2 2013, filed 6 Aug 2013.