SA Wellington Capital Appreciation Portfolio
ANCHOR SERIES TRUST
Expense ratio
Net assets1
$2.01B
Holdings1
70
Category
US Equity
Return

Investment objective & strategy

As of April 28, 2025 · prospectus

Objective. The investment goal of the SA Wellington Capital Appreciation Portfolio (the Portfolio) is long-term capital appreciation.

Strategy. The Portfolios principal investment strategy is to invest primarily in growth equity securities across a wide range of industries and companies, using a wide-ranging and flexible stock selection approach. The Portfolio uses an active trading strategy to achieve its investment goal. The Portfolio will principally invest in equity securities of large-, mid- and small-cap companies. The Portfolio may also invest in foreign equity securities, including depositary receipts (up to 30% of total assets). A growth philosophy that of investing in securities believed to offer the potential for capital appreciation focuses on securities of companies that may have one or more of the following characteristics: accelerating or high revenue growth, improving profit margins, or improving balance sheets. The Portfolio, from time … The Portfolios principal investment strategy is to invest primarily in growth equity securities across a wide range of industries and companies, using a wide-ranging and flexible stock selection approach. The Portfolio uses an active trading strategy to achieve its investment goal. The Portfolio will principally invest in equity securities of large-, mid- and small-cap companies. The Portfolio may also invest in foreign equity securities, including depositary receipts (up to 30% of total assets). A growth philosophy that of investing in securities believed to offer the potential for capital appreciation focuses on securities of companies that may have one or more of the following characteristics: accelerating or high revenue growth, improving profit margins, or improving balance sheets. The Portfolio, from time to time, may have significant positions in particular sectors, such as technology.

Top holdings

As of Sept. 30, 2021 · N-PORT
SecurityTickerValue% of fund
ALPHABET INC CL A $139.01M 6.93%
AMAZON.COM INC $125.20M 6.24%
META PLATFORMS INC CL A $108.70M 5.42%
MASTERCARD INC CL A $64.24M 3.20%
LULULEMON ATHLETICA INC $61.80M 3.08%
DEXCOM INC $60.72M 3.03%
ADV MICRO DEVICE $58.79M 2.93%
ALIGN TECHNOLOGY INC $58.05M 2.89%
SALESFORCE INC $57.81M 2.88%
SNAP INC - A $56.30M 2.81%
View all holdings →

Allocation by sector

As of September 30, 2021 · N-PORT
View portfolio breakdown →

Portfolio moves

Jun 30, 2021 → Sep 30, 2021
Opened
8
Exited
9
Increased
7
Decreased
15
Unchanged
41

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

View portfolio moves →

Similar funds

Funds whose portfolios most overlap this one, by weight

Footnotes

  1. Net assets and holdings count as of September 30, 2021, from the fund's N-PORT filing.

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.