ACM
Academy Capital Management Portfolio holdings
AUM
$700M
This Quarter Return
+6.8%
1 Year Return
+12.55%
3 Year Return
+85.07%
5 Year Return
+111.34%
10 Year Return
+214.53%
AUM
$700M
AUM Growth
+$700M
(+21%)
Cap. Flow
+$69.9M
Cap. Flow
% of AUM
9.98%
Top 10 Holdings %
Top 10 Hldgs %
78.86%
Holding
42
New
3
Increased
7
Reduced
16
Closed
2
Top Buys
1 |
UnitedHealth
UNH
|
$58.4M |
2 |
Meta Platforms (Facebook)
META
|
$1.28M |
3 |
S&P Global
SPGI
|
$825K |
4 |
Cadence Bank
CADE
|
$670K |
5 |
Microsoft
MSFT
|
$613K |
Top Sells
1 |
Mastercard
MA
|
$976K |
2 |
Amazon
AMZN
|
$668K |
3 |
Apple
AAPL
|
$625K |
4 |
Berkshire Hathaway Class B
BRK.B
|
$530K |
5 |
Alphabet (Google) Class C
GOOG
|
$227K |
Sector Composition
1 | Financials | 24.92% |
2 | Technology | 24.49% |
3 | Communication Services | 20.35% |
4 | Healthcare | 14.82% |
5 | Consumer Discretionary | 9.18% |