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
$4.72B
AUM Growth
-$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$60.3M
3
+$59M
4
VNT icon
Vontier
VNT
+$47.4M
5
CVX icon
Chevron
CVX
+$34.5M

Top Sells

1
+$760M
2
+$245M
3
+$68.4M
4
IT icon
Gartner
IT
+$51.5M
5
HXL icon
Hexcel
HXL
+$49.3M

Sector Composition

1 Financials 16.86%
2 Industrials 15.68%
3 Technology 12.88%
4 Consumer Discretionary 10.62%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$520K 0.01%
4,180
-209
227
$502K 0.01%
56,251
-768
228
$499K 0.01%
3,060
229
$474K 0.01%
2,440
230
$444K 0.01%
3,379
+38
231
$425K 0.01%
17,380
232
$422K 0.01%
1,475
233
$420K 0.01%
61,747
+39,200
234
$401K 0.01%
1,546
-102
235
$366K 0.01%
+4,600
236
$365K 0.01%
+3,847
237
$348K 0.01%
+21,830
238
$341K 0.01%
1,412
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239
$339K 0.01%
1,369
-696
240
$339K 0.01%
1,190
-140
241
$338K 0.01%
4,867
242
$337K 0.01%
4,350
243
$335K 0.01%
816
-25
244
$331K 0.01%
3,535
245
$326K 0.01%
7,075
246
$325K 0.01%
1,600
247
$322K 0.01%
69,165
+32,225
248
$307K 0.01%
5,029
-144
249
$305K 0.01%
1,880
-500
250
$305K 0.01%
3,594
-50
8 9
10
11 12