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
$4.72B
AUM Growth
-$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$60.3M
3
+$59M
4
VNT icon
Vontier
VNT
+$47.4M
5
CVX icon
Chevron
CVX
+$34.5M

Top Sells

1
+$760M
2
+$245M
3
+$68.4M
4
IT icon
Gartner
IT
+$51.5M
5
HXL icon
Hexcel
HXL
+$49.3M

Sector Composition

1 Financials 16.86%
2 Industrials 15.68%
3 Technology 12.88%
4 Consumer Discretionary 10.62%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$64.8M 1.37%
458,373
+87,333
27
$64.5M 1.37%
640,999
-23,384
28
$64.3M 1.36%
474,978
+8,879
29
$60.3M 1.28%
+563,351
30
$58.7M 1.24%
296,399
+1,253
31
$57.1M 1.21%
263,687
-8,994
32
$56.5M 1.2%
441,871
-14,806
33
$56.4M 1.19%
790,805
-33,968
34
$53.8M 1.14%
521,341
-100,585
35
$52.3M 1.11%
836,953
-13,333
36
$51.2M 1.08%
261,531
-35,020
37
$50.6M 1.07%
275,428
-4,577
38
$50.2M 1.06%
695,062
-8,290
39
$49.1M 1.04%
165,038
-173,174
40
$48.6M 1.03%
156,593
-3,060
41
$47.4M 1%
+1,868,557
42
$46.3M 0.98%
143,750
-94,049
43
$45.4M 0.96%
1,280,830
-18,252
44
$44.9M 0.95%
258,059
+6,290
45
$44.7M 0.95%
532,268
-151,081
46
$44.5M 0.94%
152,938
+3,814
47
$43.8M 0.93%
142,199
-1,793
48
$43.6M 0.92%
249,721
-4,052
49
$41.5M 0.88%
506,858
-2,490
50
$37.6M 0.8%
44,449
-33,955
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