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
51
$38.2M 0.77%
1,284,175
-83,888
52
$38.1M 0.77%
1,018,325
-32,728
53
$38M 0.77%
2,083,506
-153,438
54
$38M 0.77%
540,489
-95,739
55
$37.9M 0.77%
2,272,168
-146,694
56
$36.6M 0.74%
1,441,716
+19,568
57
$36.4M 0.74%
932,258
+30,184
58
$35.8M 0.73%
765,947
+36,285
59
$35.3M 0.72%
2,279,862
-125,673
60
$34.1M 0.69%
1,103,209
-41,701
61
$31.8M 0.64%
348,849
+4,704
62
$31.5M 0.64%
327,299
+4,114
63
$31.3M 0.63%
715,608
-44,548
64
$31.2M 0.63%
298,267
-1,220
65
$30.7M 0.62%
299,829
-11,259
66
$29.6M 0.6%
283,719
-354,378
67
$28.9M 0.59%
238,612
+10,889
68
$28.1M 0.57%
782,758
-29,756
69
$28.1M 0.57%
645,629
-210,979
70
$27.3M 0.55%
446,504
-46,181
71
$27.1M 0.55%
606,397
-36,998
72
$26.4M 0.54%
192,415
-5,907
73
$26.4M 0.53%
908,618
-44,280
74
$26.3M 0.53%
+527,579
75
$26M 0.53%
669,635
+16,112
1 2
3
4 5