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
101
$12.7M 0.26%
400,868
-28,885
102
$11.8M 0.24%
101,537
-26,241
103
$11.6M 0.23%
138,348
-6,363
104
$10.9M 0.22%
410,900
-19,242
105
$10.7M 0.22%
211,512
-19,686
106
$10.3M 0.21%
304,300
-137,270
107
$9.81M 0.2%
280,897
+21,572
108
$9.7M 0.2%
338,811
+5,169
109
$9.22M 0.19%
111,788
-20,010
110
$9.07M 0.18%
304,899
-3,160
111
$8.91M 0.18%
129,093
-311
112
$8.62M 0.17%
310,051
+5,110
113
$8.27M 0.17%
195,975
+2,351
114
$8.23M 0.17%
211,000
115
$8.21M 0.17%
164,898
-18,576
116
$8.06M 0.16%
351,668
-660,394
117
$8.03M 0.16%
221,533
+20,414
118
$7.76M 0.16%
210,000
+47,000
119
$7.54M 0.15%
85,171
-150
120
$7.51M 0.15%
173,500
+15,000
121
$7.43M 0.15%
184,500
+16,000
122
$7.41M 0.15%
704,500
123
$7.31M 0.15%
142,500
-5,000
124
$7.11M 0.14%
+89,500
125
$6.92M 0.14%
103,413
-4,050
3 4
5
6 7