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
$3.81B
AUM Growth
-$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$26.5M
3
+$25.9M
4
PBF icon
PBF Energy
PBF
+$20.6M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$15.4M

Top Sells

1
+$80.4M
2
+$60.9M
3
+$54.7M
4
DGX icon
Quest Diagnostics
DGX
+$42.1M
5
BK icon
Bank of New York Mellon
BK
+$31M

Sector Composition

1 Financials 18.53%
2 Healthcare 15.06%
3 Communication Services 10.12%
4 Consumer Discretionary 8.57%
5 Technology 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$879K 0.02%
22,097
+170
177
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69,385
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190
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$594K 0.02%
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