ACA
Anchor Capital Advisors Portfolio holdings
AUM
$3.41B
1-Year Return
14.91%
This Quarter Return
+2.94%
1 Year Return
+14.91%
3 Year Return
+55.11%
5 Year Return
+118.7%
10 Year Return
+238.83%
AUM
$2.77B
AUM Growth
+$11.7M
(+0.42%)
Cap. Flow
-$48.4M
Cap. Flow
% of AUM
-1.75%
Top 10 Holdings %
Top 10 Hldgs %
17.91%
Holding
261
New
17
Increased
69
Reduced
137
Closed
11
Top Buys
| 1 |
SS&C Technologies
SSNC
|
$31.1M |
| 2 |
FRC
First Republic Bank
FRC
|
$27M |
| 3 |
Waters Corp
WAT
|
$21.4M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
$15.8M |
| 5 |
Gartner
IT
|
$13.4M |
Top Sells
| 1 |
Franklin Resources
BEN
|
$17.5M |
| 2 |
Openlane
KAR
|
$15.8M |
| 3 |
STI
SunTrust Banks, Inc.
STI
|
$14.8M |
| 4 |
McKesson
MCK
|
$13.8M |
| 5 |
Sun Communities
SUI
|
$13.3M |
Sector Composition
| 1 | Financials | 16.11% |
| 2 | Industrials | 14.41% |
| 3 | Healthcare | 12.27% |
| 4 | Technology | 11.72% |
| 5 | Consumer Discretionary | 8.94% |
