ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.46B
1-Year Est. Return 9.98%
This Quarter Est. Return
1 Year Est. Return
+9.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.94B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$20.4M
3
+$19.8M
4
YHOO
Yahoo Inc
YHOO
+$14.2M
5
UPS icon
United Parcel Service
UPS
+$13.7M

Top Sells

1
+$36.9M
2
+$32.9M
3
+$19.5M
4
MCK icon
McKesson
MCK
+$19.3M
5
MTB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$60.4M 1.22%
1,099,156
-43,413
27
$60.4M 1.22%
1,004,041
+329,972
28
$57.8M 1.17%
831,889
-28,486
29
$56.8M 1.15%
3,171,052
+570,083
30
$53.2M 1.08%
1,275,959
-35,903
31
$53M 1.07%
1,211,416
-103,318
32
$51.6M 1.05%
1,450,967
-78,622
33
$49.8M 1.01%
2,431,118
-128,611
34
$49.4M 1%
637,261
-26,262
35
$48.8M 0.99%
3,684,679
-242,572
36
$48.6M 0.98%
3,015,046
+420,695
37
$47.8M 0.97%
921,573
-22,888
38
$47.1M 0.95%
1,267,206
+255,590
39
$47M 0.95%
1,884,668
-85,829
40
$46.6M 0.94%
2,152,242
-471,355
41
$45.6M 0.92%
2,777,702
-193,191
42
$43.6M 0.88%
1,759,336
+333,850
43
$43.4M 0.88%
1,987,663
-85,028
44
$43.3M 0.88%
927,558
-47,435
45
$41.9M 0.85%
1,033,730
-12,101
46
$41.9M 0.85%
455,076
+2,421
47
$41.7M 0.84%
261,994
-2,498
48
$41.3M 0.84%
483,683
+75
49
$40.3M 0.82%
422,459
-37,890
50
$39.8M 0.81%
984,344
-36,774
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