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
$3.79B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$46.5M
3
+$40.8M
4
K icon
Kellanova
K
+$38.9M
5
FERG icon
Ferguson
FERG
+$34.1M

Top Sells

1
+$64.9M
2
+$39.4M
3
+$21.8M
4
DORM icon
Dorman Products
DORM
+$21.4M
5
WAT icon
Waters Corp
WAT
+$13.9M

Sector Composition

1 Industrials 18.05%
2 Financials 16.93%
3 Technology 12.04%
4 Healthcare 10.04%
5 Real Estate 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29.9M 0.79%
79,575
-2,355
52
$26.7M 0.7%
558,244
-25,620
53
$26.5M 0.7%
111,902
-7,372
54
$25.4M 0.67%
701,739
-54,898
55
$24.8M 0.65%
76,698
-20,844
56
$23.3M 0.61%
155,906
-272
57
$21.4M 0.57%
136,737
-11,418
58
$21M 0.56%
93,065
-5,396
59
$20.9M 0.55%
317,386
-6,637
60
$20.8M 0.55%
404,761
+138,783
61
$20.1M 0.53%
95,402
+1,244
62
$19.6M 0.52%
134,039
-4,425
63
$18.9M 0.5%
230,926
-16,037
64
$18.8M 0.5%
+48,678
65
$18.6M 0.49%
116,869
-11,011
66
$18.6M 0.49%
220,503
+17,562
67
$18.1M 0.48%
34,167
-1,762
68
$17.9M 0.47%
72,763
-2,838
69
$17.6M 0.46%
182,125
-18,985
70
$17.4M 0.46%
78,280
-1,866
71
$17.2M 0.45%
65,275
-4,607
72
$17.2M 0.45%
32,601
-1,617
73
$16.6M 0.44%
229,506
-785
74
$16.6M 0.44%
107,216
-1,673
75
$16.5M 0.44%
76,625
+21,139
1 2
3
4 5