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
$3.58B
AUM Growth
-$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$29.3M
3
+$17.1M
4
KVUE icon
Kenvue
KVUE
+$13.4M
5
WRB icon
W.R. Berkley
WRB
+$9.53M

Top Sells

1
+$50.2M
2
+$45.2M
3
+$25.3M
4
SEDG icon
SolarEdge
SEDG
+$24.5M
5
DG icon
Dollar General
DG
+$23.2M

Sector Composition

1 Industrials 16.7%
2 Financials 15.14%
3 Technology 11.81%
4 Healthcare 10.94%
5 Energy 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$25.9M 0.72%
81,930
-17,135
52
$25M 0.7%
273,590
-183,176
53
$23.4M 0.65%
119,274
-5,308
54
$23.1M 0.64%
148,155
-6,114
55
$21.4M 0.6%
282,138
-10,438
56
$20.9M 0.58%
324,023
+78,153
57
$20.5M 0.57%
98,461
-2,296
58
$20.2M 0.56%
138,464
-5,693
59
$20M 0.56%
246,963
+4,303
60
$19.7M 0.55%
129,439
+112,634
61
$18.9M 0.53%
94,158
+7,576
62
$18.4M 0.51%
201,110
-4,719
63
$18.2M 0.51%
35,929
+9,327
64
$17.8M 0.5%
127,880
-3,616
65
$17.3M 0.48%
34,218
-890
66
$16.9M 0.47%
317,394
-12,258
67
$16.7M 0.47%
80,146
-2,288
68
$16.5M 0.46%
373,053
+28,773
69
$16.3M 0.46%
96,168
-2,358
70
$16.2M 0.45%
108,889
-2,016
71
$16M 0.45%
230,291
-5,197
72
$15.4M 0.43%
75,601
+10,218
73
$15.1M 0.42%
43,087
+5,741
74
$14.9M 0.42%
64,588
-1,871
75
$14.8M 0.41%
86,205
-26,870
1 2
3
4 5