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
126
$6.87M 0.14%
+111,304
127
$6.74M 0.14%
102,774
-13,608
128
$6.42M 0.13%
114,418
+65,490
129
$6.14M 0.12%
124,018
-57,345
130
$6.09M 0.12%
81,968
-1,580
131
$5.35M 0.11%
62,591
+57,040
132
$5.23M 0.11%
55,179
-9,155
133
$4.37M 0.09%
53,328
-2,023
134
$4.22M 0.09%
+107,251
135
$4.14M 0.08%
21,525
-590
136
$3.84M 0.08%
17
137
$3.58M 0.07%
68,924
+7,863
138
$3.54M 0.07%
120,226
-12,384
139
$3.18M 0.06%
111,888
-6,868
140
$3.14M 0.06%
40,870
-3,980
141
$3.08M 0.06%
44,800
-2,415
142
$3.06M 0.06%
40,944
-3,690
143
$2.63M 0.05%
38,090
-19,569
144
$2.63M 0.05%
172,133
-12,887
145
$2.6M 0.05%
16,828
-14,804
146
$2.55M 0.05%
195,938
-12,718
147
$2.53M 0.05%
149,398
-9,173
148
$2.46M 0.05%
68,632
-4,431
149
$2.42M 0.05%
178,281
-9,208
150
$2.41M 0.05%
554,426
-43,472
4 5
6
7 8