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
$4.72B
AUM Growth
-$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$60.3M
3
+$59M
4
VNT icon
Vontier
VNT
+$47.4M
5
CVX icon
Chevron
CVX
+$34.5M

Top Sells

1
+$760M
2
+$245M
3
+$68.4M
4
IT icon
Gartner
IT
+$51.5M
5
HXL icon
Hexcel
HXL
+$49.3M

Sector Composition

1 Financials 16.86%
2 Industrials 15.68%
3 Technology 12.88%
4 Consumer Discretionary 10.62%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.1M 0.23%
+61,409
102
$11M 0.23%
57,593
-31,737
103
$10.6M 0.23%
+37,457
104
$10.3M 0.22%
414
-9,837
105
$9.56M 0.2%
79,904
-212,271
106
$9.16M 0.19%
178,856
-141,876
107
$9.03M 0.19%
99,801
-87,964
108
$7.48M 0.16%
746
-6,824
109
$7.06M 0.15%
42,511
-76,807
110
$7.04M 0.15%
69,122
-63,818
111
$6.18M 0.13%
51,080
+30
112
$5.52M 0.12%
39,685
-247,413
113
$5.4M 0.11%
162,100
-6,520
114
$5.23M 0.11%
83,290
-7,991
115
$4.97M 0.11%
24,225
+30
116
$4.84M 0.1%
51,412
-457
117
$4.75M 0.1%
19,003
+467
118
$4.5M 0.1%
48,073
-229
119
$4.24M 0.09%
16,954
-135
120
$4.08M 0.09%
9,042
-69,678
121
$4M 0.08%
51,284
+3,425
122
$3.91M 0.08%
78,981
+60,538
123
$3.87M 0.08%
179,634
+4,572
124
$3.79M 0.08%
183,834
-63,537
125
$3.67M 0.08%
116,982
+796
3 4
5
6 7