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
176
$1.23M 0.03%
25,286
-10,682
177
$1.21M 0.03%
5,024
-70
178
$1.16M 0.02%
7,190
+10
179
$1.16M 0.02%
+26,447
180
$1.15M 0.02%
+13,558
181
$1.15M 0.02%
8,240
182
$1.12M 0.02%
12,586
+6,307
183
$1.1M 0.02%
15,302
-176
184
$1.1M 0.02%
122,260
+26,255
185
$1.06M 0.02%
54,599
-97
186
$1.06M 0.02%
21,187
+4,889
187
$1.05M 0.02%
211,666
+51,580
188
$1.04M 0.02%
10,861
+77
189
$1.02M 0.02%
4,641
-23
190
$1.01M 0.02%
+19,540
191
$1.01M 0.02%
24,357
-317
192
$947K 0.02%
5,386
-79,701
193
$927K 0.02%
6,640
194
$919K 0.02%
31,456
-1,750
195
$911K 0.02%
8,353
-193
196
$911K 0.02%
3,408
197
$910K 0.02%
10,317
198
$909K 0.02%
76,519
+2,141
199
$891K 0.02%
48,429
+11,745
200
$880K 0.02%
2,565
+8
6 7
8
9 10