ACA
Anchor Capital Advisors Portfolio holdings
AUM
$3.41B
This Quarter Return
+9.27%
1 Year Return
+14.91%
3 Year Return
+55.11%
5 Year Return
+118.7%
10 Year Return
+238.83%
AUM
$5.04B
AUM Growth
+$5.04B
(+8.6%)
Cap. Flow
-$46M
Cap. Flow
% of AUM
-0.91%
Top 10 Holdings %
Top 10 Hldgs %
19.81%
Holding
314
New
15
Increased
100
Reduced
161
Closed
12
Top Buys
| 1 |
Alcoa
AA
|
$66.1M |
| 2 |
Tapestry
TPR
|
$34.8M |
| 3 |
Quest Diagnostics
DGX
|
$29.7M |
| 4 |
Amdocs
DOX
|
$29.7M |
| 5 |
Expeditors International
EXPD
|
$25.3M |
Top Sells
| 1 |
Leidos
LDOS
|
$60.8M |
| 2 |
Annaly Capital Management
NLY
|
$42.8M |
| 3 |
SCG
Scana
SCG
|
$30.5M |
| 4 |
Sempra
SRE
|
$25.3M |
| 5 |
CVC
CABLEVISION SYS CP NY GRP CL-A
CVC
|
$18.6M |
Sector Composition
| 1 | Financials | 18.74% |
| 2 | Healthcare | 12.6% |
| 3 | Technology | 12.04% |
| 4 | Consumer Discretionary | 12% |
| 5 | Utilities | 7.83% |
