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
151
$2.38M 0.05%
212,600
-9,436
152
$2.3M 0.05%
250,693
+81,548
153
$2.26M 0.05%
39,233
+14,774
154
$2.23M 0.05%
25,718
+547
155
$2.19M 0.04%
23,706
-183
156
$2.18M 0.04%
117,480
+11,717
157
$2.02M 0.04%
+73,795
158
$2.01M 0.04%
18,315
+985
159
$1.94M 0.04%
20,962
+4,888
160
$1.86M 0.04%
34,004
-5,595
161
$1.86M 0.04%
62,991
+1,825
162
$1.85M 0.04%
28,476
+1,118
163
$1.85M 0.04%
26,427
-2,041
164
$1.81M 0.04%
67,616
-16,970
165
$1.7M 0.03%
17,976
166
$1.64M 0.03%
41,259
-2,901
167
$1.61M 0.03%
138,774
+89,747
168
$1.61M 0.03%
20,277
+805
169
$1.51M 0.03%
42,962
+1,825
170
$1.48M 0.03%
42,755
-15,960
171
$1.47M 0.03%
38,524
+1,491
172
$1.45M 0.03%
85,646
+3,026
173
$1.39M 0.03%
41,613
-67,537
174
$1.38M 0.03%
157,800
-422,622
175
$1.36M 0.03%
7,032
-735
5 6
7
8 9