ACA
Anchor Capital Advisors Portfolio holdings
AUM
$3.41B
This Quarter Return
+2.8%
1 Year Return
+14.91%
3 Year Return
+55.11%
5 Year Return
+118.7%
10 Year Return
+238.83%
AUM
$3.86B
AUM Growth
+$3.86B
(+1.9%)
Cap. Flow
-$14.5M
Cap. Flow
% of AUM
-0.38%
Top 10 Holdings %
Top 10 Hldgs %
19.82%
Holding
278
New
16
Increased
59
Reduced
164
Closed
11
Top Buys
| 1 |
Eversource Energy
ES
|
$40.3M |
| 2 |
W.R. Berkley
WRB
|
$39.1M |
| 3 |
Norfolk Southern
NSC
|
$37M |
| 4 |
National Storage Affiliates Trust
NSA
|
$35.1M |
| 5 |
Bio-Rad Laboratories Class A
BIO
|
$27.5M |
Top Sells
| 1 |
Watsco
WSO
|
$25.9M |
| 2 |
EPAM Systems
EPAM
|
$21.8M |
| 3 |
Hubbell
HUBB
|
$21.6M |
| 4 |
Dollar General
DG
|
$21.5M |
| 5 |
Ubiquiti
UI
|
$16.1M |
Sector Composition
| 1 | Industrials | 18.92% |
| 2 | Financials | 15.18% |
| 3 | Technology | 13.07% |
| 4 | Healthcare | 10.55% |
| 5 | Utilities | 6.98% |