ACA
Anchor Capital Advisors Portfolio holdings
AUM
$3.41B
1-Year Return
14.91%
This Quarter Return
+7.76%
1 Year Return
+14.91%
3 Year Return
+55.11%
5 Year Return
+118.7%
10 Year Return
+238.83%
AUM
$4.94B
AUM Growth
+$96.3M
(+2%)
Cap. Flow
-$237M
Cap. Flow
% of AUM
-4.79%
Top 10 Holdings %
Top 10 Hldgs %
19.47%
Holding
348
New
22
Increased
94
Reduced
164
Closed
40
Top Buys
| 1 |
Liberty Broadband Class C
LBRDK
|
$26.3M |
| 2 |
eBay
EBAY
|
$20.4M |
| 3 |
Albemarle
ALB
|
$19.8M |
| 4 |
YHOO
Yahoo Inc
YHOO
|
$14.2M |
| 5 |
United Parcel Service
UPS
|
$13.7M |
Top Sells
| 1 |
Clorox
CLX
|
$36.9M |
| 2 |
Sempra
SRE
|
$32.9M |
| 3 |
Telephone and Data Systems
TDS
|
$19.5M |
| 4 |
McKesson
MCK
|
$19.3M |
| 5 |
M&T Bank
MTB
|
$17.1M |
Sector Composition
| 1 | Financials | 19.92% |
| 2 | Healthcare | 13.93% |
| 3 | Consumer Discretionary | 10.9% |
| 4 | Technology | 9.28% |
| 5 | Communication Services | 8.1% |
