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
$505M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.83M
3
+$8.61M
4
QCOM icon
Qualcomm
QCOM
+$8.3M
5
IBM icon
IBM
IBM
+$5.4M

Top Sells

1
+$12.1M
2
+$2.74M
3
+$1.21M
4
WMT icon
Walmart
WMT
+$349K
5
T icon
AT&T
T
+$198K

Sector Composition

1 Consumer Staples 22%
2 Financials 17.21%
3 Healthcare 16.38%
4 Technology 14.99%
5 Energy 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.19M 1.62%
268,092
+5,894
27
$8.06M 1.6%
94,340
+6,515
28
$7.43M 1.47%
113,409
+15,884
29
$7.4M 1.47%
136,603
-559
30
$5.34M 1.06%
39,376
-89,094
31
$3.63M 0.72%
66,936
32
$1.71M 0.34%
18,479
+99
33
$920K 0.18%
8,695
-162
34
$609K 0.12%
23,690
-306
35
$237K 0.05%
1,155
36
$215K 0.04%
5,477
+100
37
– –
-1,778
38
– –
-1,469
39
– –
-7,467
1
2