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
126
$3.2M 0.07%
24,146
-83
127
$3.17M 0.07%
28,807
-4,125
128
$3.08M 0.07%
24,328
+5
129
$3.01M 0.06%
39,750
-3,929
130
$2.87M 0.06%
93,646
+34,399
131
$2.87M 0.06%
62,911
-2,040
132
$2.84M 0.06%
45,778
-1,140
133
$2.79M 0.06%
36,325
134
$2.76M 0.06%
64,273
+20,681
135
$2.75M 0.06%
49,400
+930
136
$2.71M 0.06%
13,926
137
$2.65M 0.06%
8,141
-340
138
$2.52M 0.05%
133,043
+17,426
139
$2.48M 0.05%
31,790
-25
140
$2.42M 0.05%
45,732
-2,241
141
$2.4M 0.05%
29,506
+180
142
$2.36M 0.05%
20,413
-82,001
143
$2.36M 0.05%
+9,438
144
$2.23M 0.05%
35,057
+2,125
145
$2.22M 0.05%
12,110
146
$2.22M 0.05%
35,116
+17,896
147
$2.2M 0.05%
38,739
+1,225
148
$2.19M 0.05%
17,365
-744
149
$2.17M 0.05%
20,047
+223
150
$2.17M 0.05%
20,247
+12,547
4 5
6
7 8