ACM

Academy Capital Management Portfolio holdings

AUM $700M
1-Year Est. Return 12.55%
This Quarter Est. Return
1 Year Est. Return
+12.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$489M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$1.02M
3
+$872K
4
PEP icon
PepsiCo
PEP
+$867K
5
WMT icon
Walmart
WMT
+$793K

Top Sells

1
+$6.96M
2
+$6.55M
3
+$1.31M
4
NOV icon
NOV
NOV
+$963K
5
LM
Legg Mason, Inc.
LM
+$745K

Sector Composition

1 Healthcare 21.41%
2 Consumer Staples 21.24%
3 Technology 17.68%
4 Financials 14.69%
5 Energy 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.59M 1.55%
185,678
-1,872
27
$7.5M 1.53%
135,827
-1,352
28
$7.49M 1.53%
240,636
-1,970
29
$3.2M 0.66%
66,936
-122
30
$1.83M 0.37%
18,205
+16
31
$872K 0.18%
+24,109
32
$823K 0.17%
8,757
-243
33
$381K 0.08%
5,377
34
$17K ﹤0.01%
20,000
35
– –
-8,582
1
2