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ACA
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 | |
|---|---|---|---|---|---|---|
151
Huntsman Corp
HUN
$2B
| $2.12M | 0.05% |
+128,000
| New | +$2.34M |
|
|
ARR
152
Armour Residential REIT
ARR
$2.04B
| $2.09M | 0.04% |
+11,077
| New | +$2.54M |
|
|
STR
153
DELISTED
QUESTAR CORP
STR
| $2.06M | 0.04% |
+86,470
| New | +$2.13M |
|
|
SWFT
154
DELISTED
Swift Transportation Company
SWFT
| $1.96M | 0.04% |
+118,596
| New | +$1.82M |
|
|
RSTI
155
DELISTED
Rofin-Sinar Technologies Inc
RSTI
| $1.96M | 0.04% |
+78,422
| New | +$2.03M |
|
|
RTN
156
DELISTED
Raytheon Company
RTN
| $1.73M | 0.04% |
+26,100
| New | +$1.65M |
|
|
SJR
157
DELISTED
Shaw Communications Inc.
SJR
| $1.72M | 0.04% |
+71,410
| New | +$1.63M |
|
158
JPMorgan Chase
JPM
$950B
| $1.56M | 0.03% |
+29,559
| New | +$1.5M |
|
159
SPDR Gold Trust
GLD
$131B
| $1.45M | 0.03% |
+12,128
| New | +$1.66M |
|
|
AD
160
Array Digital Infrastructure
AD
$3.03B
| $1.44M | 0.03% |
+39,264
| New | +$1.46M |
|
|
HOLX
161
DELISTED
Hologic
HOLX
| $1.39M | 0.03% |
+71,836
| New | +$1.5M |
|
162
State Street
STT
$50.2B
| $1.37M | 0.03% |
+20,988
| New | +$1.31M |
|
|
RDS.B
163
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $1.28M | 0.03% |
+19,252
| New | +$1.32M |
|
|
EMC
164
DELISTED
EMC CORPORATION
EMC
| $1.27M | 0.03% |
+53,860
| New | +$1.27M |
|
165
Wabtec
WAB
$51.7B
| $1.17M | 0.03% |
+21,873
| New | +$1.15M |
|
|
ATCO
166
DELISTED
Atlas Corp.
ATCO
| $1.15M | 0.02% |
+55,192
| New | +$1.21M |
|
167
Bath & Body Works
BBWI
$4.13B
| $1.13M | 0.02% |
+28,468
| New | +$1.15M |
|
168
ABM Industries
ABM
$2.88B
| $1.12M | 0.02% |
+45,662
| New | +$1.05M |
|
169
Chevron
CVX
$374B
| $1.1M | 0.02% |
+9,324
| New | +$1.13M |
|
170
Illinois Tool Works
ITW
$84.9B
| $1.08M | 0.02% |
+15,557
| New | +$1.04M |
|
|
FCS
171
DELISTED
FAIRCHILD SEMICONDUCTOR INTL INC COMMON
FCS
| $1.08M | 0.02% |
+77,980
| New | +$1.07M |
|
172
Mativ Holdings
MATV
$482M
| $1.05M | 0.02% |
+20,970
| New | +$928K |
|
|
ACH
173
Accendra Health
ACH
$249M
| $1.01M | 0.02% |
+29,769
| New | +$988K |
|
174
Cenovus Energy
CVE
$51.6B
| $998K | 0.02% |
+35,003
| New | +$1.03M |
|
175
Community Bank
CBU
$3.4B
| $943K | 0.02% |
+30,567
| New | +$891K |
|
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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.