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
76
$17.3M 0.51%
219,451
-7,053
77
$16.6M 0.49%
148,280
-27,672
78
$15.7M 0.46%
470,477
-7,298
79
$14.9M 0.44%
156,736
-3,502
80
$14.5M 0.43%
229,811
-35,721
81
$14.4M 0.43%
119,529
+31,312
82
$13.9M 0.41%
+114,562
83
$13.9M 0.41%
273,359
+22,566
84
$13.8M 0.41%
112,005
-78,351
85
$13.6M 0.4%
+183,521
86
$13.5M 0.4%
+111,143
87
$13.4M 0.4%
354,336
-124,218
88
$13.4M 0.4%
69,644
-2,093
89
$13.1M 0.39%
423,785
-11,708
90
$12.9M 0.38%
394,397
-82,763
91
$12.8M 0.38%
148,208
-1,478
92
$12.5M 0.37%
264,592
-12,915
93
$12.1M 0.36%
105,760
-1,734
94
$11.9M 0.35%
132,011
+130,547
95
$11.9M 0.35%
231,422
-6,748
96
$11.4M 0.34%
466,333
-53,193
97
$10.6M 0.31%
405,312
+101,569
98
$10.5M 0.31%
+452,898
99
$10.2M 0.3%
433,278
+235,992
100
$9.63M 0.29%
+60,466
2 3
4
5 6