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
151
$2.05M 0.04%
6,812
+1
152
$2M 0.04%
38,557
-513,393
153
$1.99M 0.04%
30,007
-430
154
$1.95M 0.04%
31,208
+665
155
$1.93M 0.04%
38,670
+5,400
156
$1.86M 0.04%
22,991
-7,716
157
$1.84M 0.04%
107,906
+23,600
158
$1.71M 0.04%
41,417
159
$1.69M 0.04%
79,597
+11,785
160
$1.68M 0.04%
22,771
+1,174
161
$1.57M 0.03%
+31,734
162
$1.55M 0.03%
10,147
+1
163
$1.53M 0.03%
29,641
-2,060
164
$1.5M 0.03%
5,022
+82
165
$1.47M 0.03%
215,438
+28,213
166
$1.45M 0.03%
50,779
-835
167
$1.43M 0.03%
+19,640
168
$1.4M 0.03%
75,803
+6,892
169
$1.4M 0.03%
24,705
-823,005
170
$1.34M 0.03%
157,276
+31,815
171
$1.33M 0.03%
14,640
-214
172
$1.33M 0.03%
33,655
-5,149
173
$1.32M 0.03%
18,862
-44,668
174
$1.28M 0.03%
+54,348
175
$1.25M 0.03%
30,048
-370
5 6
7
8 9