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
76
$24.2M 0.49%
667,095
-30,847
77
$24.2M 0.49%
386,729
+9,699
78
$23.8M 0.48%
528,211
-20,543
79
$23.7M 0.48%
294,215
-72,293
80
$23.1M 0.47%
497,567
-28,097
81
$22.5M 0.45%
149,617
+14,019
82
$21.9M 0.44%
583,130
-16,684
83
$20.4M 0.41%
+864,921
84
$20M 0.4%
373,891
+5,585
85
$19.5M 0.39%
286,389
+1,570
86
$19.4M 0.39%
268,441
+2,560
87
$19.2M 0.39%
175,264
+1,729
88
$18.6M 0.38%
544,177
-68,901
89
$17.4M 0.35%
360,898
-33,741
90
$17.4M 0.35%
302,192
+1,584
91
$16.8M 0.34%
1,275,934
+256,898
92
$16.2M 0.33%
171,276
-24,923
93
$16.2M 0.33%
319,771
+281,773
94
$15.5M 0.31%
426,110
-1,470
95
$15.4M 0.31%
333,366
+54,878
96
$14.7M 0.3%
327,203
+3,559
97
$14M 0.28%
126,156
+123,118
98
$13.9M 0.28%
200,788
-630
99
$13.4M 0.27%
240,344
-591,728
100
$12.9M 0.26%
218,131
-33,185
2 3
4
5 6