ACA
Anchor Capital Advisors Portfolio holdings
AUM
$3.41B
1-Year Return
14.91%
This Quarter Return
+5.19%
1 Year Return
+14.91%
3 Year Return
+55.11%
5 Year Return
+118.7%
10 Year Return
+238.83%
AUM
$4.64B
AUM Growth
-$32M
(-0.69%)
Cap. Flow
-$170M
Cap. Flow
% of AUM
-3.67%
Top 10 Holdings %
Top 10 Hldgs %
19.3%
Holding
312
New
22
Increased
89
Reduced
156
Closed
13
Top Buys
| 1 |
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
|
$37.5M |
| 2 |
Alcoa
AA
|
$32.5M |
| 3 |
Devon Energy
DVN
|
$29.1M |
| 4 |
JNS
Janus Capital Group Inc
JNS
|
$22.9M |
| 5 |
Vodafone
VOD
|
$20.3M |
Top Sells
| 1 |
Exelon
EXC
|
$52M |
| 2 |
CVC
CABLEVISION SYS CP NY GRP CL-A
CVC
|
$31.5M |
| 3 |
Omnicom Group
OMC
|
$30.4M |
| 4 |
Sempra
SRE
|
$15.4M |
| 5 |
Entergy
ETR
|
$13.4M |
Sector Composition
| 1 | Financials | 18.84% |
| 2 | Consumer Discretionary | 11.68% |
| 3 | Healthcare | 11.53% |
| 4 | Technology | 10.16% |
| 5 | Utilities | 9.91% |
