ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.41B
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
+14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.38B
AUM Growth
-$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$31.9M
3
+$25.2M
4
SEDG icon
SolarEdge
SEDG
+$24.9M
5
DCI icon
Donaldson
DCI
+$22.2M

Top Sells

1
+$70.7M
2
+$44.1M
3
+$28.3M
4
MHK icon
Mohawk Industries
MHK
+$26.4M
5
UN
Unilever NV New York Registry Shares
UN
+$19.9M

Sector Composition

1 Industrials 16.7%
2 Technology 13.94%
3 Financials 12.58%
4 Healthcare 11.89%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-18,050
252
– –
-26,903
253
– –
-49,339
254
– –
-4,687,621
255
– –
-73,866
256
– –
-4,022
257
– –
-65,308
258
– –
-193,567
259
– –
-33,916
260
– –
-3,900
261
– –
-2,538
262
– –
-32,603
263
– –
-44,356
264
– –
-7,073
265
– –
-30,140
266
– –
-28,930
267
– –
-26,000
268
– –
-8,850
7 8 9 10
11