AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+8.82%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$4.8B
AUM Growth
+$345M
(+7.8%)
Cap. Flow
+$109M
Cap. Flow
% of AUM
2.28%
Top 10 Holdings %
Top 10 Hldgs %
28%
Holding
2,142
New
311
Increased
532
Reduced
395
Closed
107
Top Buys
| 1 |
CSX Corp
CSX
|
$64.6M |
| 2 |
Sealed Air
SEE
|
$58.9M |
| 3 |
Norfolk Southern
NSC
|
$46.2M |
| 4 |
Amcor
AMCR
|
$40.5M |
| 5 |
Meta Platforms (Facebook)
META
|
$31.9M |
Top Sells
| 1 |
X
US Steel
X
|
$112M |
| 2 |
BERY
Berry Global Group, Inc.
BERY
|
$58.3M |
| 3 |
UnitedHealth
UNH
|
$26.2M |
| 4 |
RB Global
RBA
|
$20.2M |
| 5 |
ArcBest
ARCB
|
$14.4M |
Sector Composition
| 1 | Industrials | 20.38% |
| 2 | Technology | 13.17% |
| 3 | Consumer Discretionary | 12.68% |
| 4 | Financials | 8.69% |
| 5 | Healthcare | 5.08% |