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
101
$8.97M 0.27%
290,743
-205,732
102
$8.43M 0.25%
1,190,487
+114,344
103
$8.13M 0.24%
62,629
-260
104
$7.11M 0.21%
71,788
-5,404
105
$6.6M 0.2%
279,409
-9,552
106
$4.88M 0.14%
164,982
+6,413
107
$3.98M 0.12%
59,998
-2,540
108
$3.44M 0.1%
70,519
-407,182
109
$2.93M 0.09%
47,497
+5,771
110
$2.8M 0.08%
28,207
-9,739
111
$2.78M 0.08%
30,319
-305
112
$2.75M 0.08%
16,660
-960
113
$2.73M 0.08%
43,957
+12,515
114
$2.68M 0.08%
60,558
-1,000
115
$2.63M 0.08%
44,743
+373
116
$2.37M 0.07%
34,420
+7,199
117
$2.34M 0.07%
43,261
-4,510
118
$2.28M 0.07%
98,698
-1,226,985
119
$2.21M 0.07%
21,830
-6,624
120
$2.18M 0.06%
36,625
-600
121
$2.11M 0.06%
43,951
+2,114
122
$2M 0.06%
50,909
-330
123
$2M 0.06%
33,401
+3,182
124
$1.92M 0.06%
44,779
-2,451
125
$1.83M 0.05%
163,974
+33,204
3 4
5
6 7