ACA
Anchor Capital Advisors Portfolio holdings
AUM
$3.41B
This Quarter Return
-23.29%
1 Year Return
+14.91%
3 Year Return
+55.11%
5 Year Return
+118.7%
10 Year Return
+238.83%
AUM
$3.38B
AUM Growth
+$3.38B
(-27%)
Cap. Flow
-$49.4M
Cap. Flow
% of AUM
-1.46%
Top 10 Holdings %
Top 10 Hldgs %
19.28%
Holding
268
New
17
Increased
62
Reduced
135
Closed
28
Top Buys
| 1 |
Watsco
WSO
|
$37M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
$31.9M |
| 3 |
Ollie's Bargain Outlet
OLLI
|
$25.2M |
| 4 |
SolarEdge
SEDG
|
$24.9M |
| 5 |
Donaldson
DCI
|
$22.2M |
Top Sells
| 1 |
Huntington Bancshares
HBAN
|
$70.7M |
| 2 |
Cinemark Holdings
CNK
|
$44.1M |
| 3 |
United Bankshares
UBSI
|
$28.3M |
| 4 |
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% |
