SW

SA Wellington Strategic Multi-Asset Portfolio | ASTMA

Mutual Fund
ANCHOR SERIES TRUST
Last update 2022-01-07 107 Stocks (14 new)
Value $90.00 Mil Turnover 21 %
Countries:
Top Holdings: CRM(3.00%)JPM(2.86%)AMZN(2.38%)GOOG(2.37%)XBRU:KBC(2.18%)
Portfolio Report
Summary Stock Picks Current Portfolio
SA Wellington Strategic Multi-... Top Holdings of 2021-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CRM 		Salesforce Inc
9,962
2701.890
+11.38%
3.000
+0.31%
0.000
+13.28%
+4.21%
261973.349
Software
JPM 		JPMorgan Chase & Co
15,749
2577.950
+3.50%
2.860
+0.10%
0.000
+6.95%
+26.04%
598138.981
Banks
AMZN 		Amazon.com Inc
13,040
2141.850
+7.95%
2.380
+0.18%
0.000
+3.54%
+26.98%
2030052.546
Retail - Cyclical
GOOG 		Alphabet Inc
16,020
2134.910
-3.84%
2.370
-0.09%
0.000
-11.62%
+16.51%
2011469.816
Interactive Media
XBRU:KBC 		KBC Group SA/NV
21,846
1961.230
+15.64%
2.180
+0.29%
0.010
+4.77%
+26.59%
27869.578
Banks
COP 		ConocoPhillips
24,789
1679.950
+22.75%
1.860
+0.34%
0.000
-5.23%
-4.84%
125391.754
Oil & Gas
GPN 		Global Payments Inc
10,397
1638.360
+32.14%
1.820
+0.44%
0.000
+2.61%
-22.37%
24560.801
Business Services
TSE:6758 		Sony Group Corp
14,200
1581.330
+3.65%
1.750
+0.06%
0.000
+6.42%
+2.92%
16637123.238
Hardware
TSE:6861 		Keyence Corp
2,630
1575.860
+4.45%
1.750
+0.07%
0.000
-0.68%
+11.85%
16775488.420
Hardware
XTER:SIE 		Siemens AG
9,457
1554.510
+38.32%
1.720
+0.48%
0.000
-0.41%
+3.10%
134554.987
Industrial Products

SA Wellington Strategic Multi-Asset Portfolio's Historical Top Holdings Breakdowns

SA Wellington Strategic Multi-Asset Portfolio Total Holding History ($B)

To

SA Wellington Strategic Multi-Asset Portfolio's Asset Allocation

To

SA Wellington Strategic Multi-Asset Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SA Wellington Strategic Multi-Asset Portfolio's Hypothetical Growth since 2021-09-30

SA Wellington Strategic Multi-Asset Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

SA Wellington Strategic Multi-Asset Portfolio's Holdings Heat Map

Size field:

SA Wellington Strategic Multi-Asset Portfolio's Holdings Bubble Chart

SA Wellington Strategic Multi-Asset Portfolio News

  • 1

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