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Anchor Capital Advisors Portfolio holdings
AUM
$3.51B
1-Year Est. Return
16.99%
This Fund
S&P 500
This Quarter
Est. Return
+1.55%
1 Year Est. Return
+16.99%
3 Year Est. Return
+54.72%
5 Year Est. Return
+78.01%
10 Year Est. Return
+273.33%
AUM
$4.68B
AUM Growth
–
Cap. Flow
+$4.71B
Cap. Flow
% of AUM
100.73%
Top 10 Holdings %
Top 10 Hldgs %
19.67%
Holding
290
New
290
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
CB
CHUBB CORPORATION
CB
|
+$112M |
| 2 |
Sun Communities
SUI
|
+$98.6M |
| 3 |
Sempra
SRE
|
+$94.6M |
| 4 |
Welltower
WELL
|
+$93.4M |
| 5 |
Healthpeak Properties
DOC
|
+$92.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.7% |
| 2 | Utilities | 12.16% |
| 3 | Consumer Discretionary | 12.08% |
| 4 | Healthcare | 10.64% |
| 5 | Real Estate | 9.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
KRONOS Worldwide
KRO
$712M
| $3.58M | 0.08% |
+220,392
| New | +$3.54M |
|
|
CLD
127
DELISTED
Cloud Peak Energy Inc
CLD
| $3.57M | 0.08% |
+216,816
| New | +$4.03M |
|
128
Hanover Insurance
THG
$7.84B
| $3.54M | 0.08% |
+72,433
| New | +$3.56M |
|
|
UIL
129
DELISTED
UIL HOLDINGS
UIL
| $3.5M | 0.07% |
+91,370
| New | +$3.64M |
|
|
TGH
130
DELISTED
Textainer Group Holdings limited
TGH
| $3.45M | 0.07% |
+89,685
| New | +$3.46M |
|
131
Dominion Energy
D
$62.1B
| $3.38M | 0.07% |
+59,525
| New | +$3.49M |
|
132
General Motors
GM
$81.7B
| $3.35M | 0.07% |
+100,627
| New | +$3.19M |
|
133
Weyerhaeuser
WY
$17.7B
| $3.29M | 0.07% |
+115,384
| New | +$3.49M |
|
134
APA Corp
APA
$12.3B
| $3.2M | 0.07% |
+38,134
| New | +$3.03M |
|
135
MetLife
MET
$62.7B
| $3.08M | 0.07% |
+75,624
| New | +$2.78M |
|
136
Eversource Energy
ES
$28.4B
| $2.99M | 0.06% |
+71,208
| New | +$3.08M |
|
137
Baxter International
BAX
$12.6B
| $2.95M | 0.06% |
+78,397
| New | +$3M |
|
|
BRKL
138
DELISTED
Brookline Bancorp
BRKL
| $2.92M | 0.06% |
+335,973
| New | +$2.91M |
|
139
ExxonMobil
XOM
$634B
| $2.74M | 0.06% |
+30,306
| New | +$2.73M |
|
|
VVC
140
DELISTED
Vectren Corporation
VVC
| $2.67M | 0.06% |
+78,780
| New | +$2.79M |
|
141
Commercial Metals
CMC
$7.8B
| $2.65M | 0.06% |
+179,604
| New | +$2.64M |
|
142
Lockheed Martin
LMT
$134B
| $2.63M | 0.06% |
+24,270
| New | +$2.48M |
|
143
Expeditors International
EXPD
$22.4B
| $2.6M | 0.06% |
+68,235
| New | +$2.55M |
|
144
Berkshire Hathaway Class A
BRK.A
$1.1T
| $2.53M | 0.05% |
+15
| New | +$2.48M |
|
145
Nokia
NOK
$49.9B
| $2.41M | 0.05% |
+644,000
| New | +$2.27M |
|
146
Air Products & Chemicals
APD
$65.2B
| $2.23M | 0.05% |
+26,366
| New | +$2.22M |
|
147
Goldman Sachs
GS
$305B
| $2.17M | 0.05% |
+14,328
| New | +$2.19M |
|
148
STAG Industrial
STAG
$7.79B
| $2.15M | 0.05% |
+107,621
| New | +$2.35M |
|
|
BHI
149
DELISTED
Baker Hughes
BHI
| $2.13M | 0.05% |
+46,237
| New | +$2.12M |
|
150
Deere & Co
DE
$173B
| $2.12M | 0.05% |
+26,096
| New | +$2.26M |
|
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Anchor Capital Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Anchor Capital Advisors, which disclosed 290 positions worth $4.68B. Its ten largest holdings account for 20% of the portfolio.
Its largest position is CHUBB CORPORATION: 1,275,837 shares worth $108M.
By sector, the portfolio is most concentrated in Financials at 18% of assets, followed by Utilities and Consumer Discretionary.
- Anchor Capital Advisors's largest Q2 2013 buy was CHUBB CORPORATION: 1,275,837 shares worth $108M.
- Anchor Capital Advisors's ten largest holdings make up 20% of its $4.68B portfolio in Q2 2013.
- Anchor Capital Advisors disclosed 290 positions in Q2 2013, its first 13F filing on record.
Based on Anchor Capital Advisors's 13F filing for Q2 2013, filed 6 Aug 2013.