ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.41B
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
+14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.38B
AUM Growth
-$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$31.9M
3
+$25.2M
4
SEDG icon
SolarEdge
SEDG
+$24.9M
5
DCI icon
Donaldson
DCI
+$22.2M

Top Sells

1
+$70.7M
2
+$44.1M
3
+$28.3M
4
MHK icon
Mohawk Industries
MHK
+$26.4M
5
UN
Unilever NV New York Registry Shares
UN
+$19.9M

Sector Composition

1 Industrials 16.7%
2 Technology 13.94%
3 Financials 12.58%
4 Healthcare 11.89%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29.6M 0.88%
1,631,863
-235,064
52
$28.7M 0.85%
199,313
-3,578
53
$28.7M 0.85%
329,233
-67,278
54
$27.6M 0.82%
340,209
-202,137
55
$26.1M 0.77%
198,682
-7,853
56
$25.2M 0.75%
211,118
-5,741
57
$25.2M 0.75%
543,739
+7,734
58
$25.2M 0.75%
+543,169
59
$24.9M 0.74%
+304,659
60
$24.5M 0.72%
172,858
-24,879
61
$24.3M 0.72%
133,068
-6,802
62
$24M 0.71%
378,088
-140,472
63
$23.5M 0.69%
334,462
-36,250
64
$22.2M 0.66%
232,166
+305
65
$22.2M 0.66%
+574,234
66
$21.6M 0.64%
337,070
+119,365
67
$21.5M 0.64%
399,717
-17,261
68
$20.8M 0.62%
412,496
+5,065
69
$20.8M 0.61%
267,194
-12,742
70
$20.7M 0.61%
414,126
-24,736
71
$20.1M 0.59%
222,715
-6,972
72
$19.5M 0.58%
651,833
-374,163
73
$18.8M 0.56%
170,958
-38,171
74
$17.7M 0.52%
215,230
-112,466
75
$17.7M 0.52%
514,300
-20,523
1 2
3
4 5