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
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$11M
3
+$10.5M
4
BUD icon
AB InBev
BUD
+$9.36M
5
WU icon
Western Union
WU
+$8.83M

Top Sells

1
+$13.5M
2
+$9.56M
3
+$7.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.86M
5
EXPD icon
Expeditors International
EXPD
+$2.12M

Sector Composition

1 Consumer Staples 28.66%
2 Financials 19.59%
3 Technology 13.91%
4 Energy 10.27%
5 Healthcare 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7M 1.38%
94,554
+2,893
27
$6.94M 1.37%
100,568
+112
28
$6.83M 1.35%
169,784
-4,004
29
$6.02M 1.19%
128,043
-44,994
30
$5.96M 1.18%
126,435
-2,678
31
$5.84M 1.16%
108,738
+6,272
32
$5.82M 1.15%
25,331
-4,352
33
$4.47M 0.89%
+140,180
34
$3.02M 0.6%
66,936
35
$1.27M 0.25%
17,129
-1,263
36
$757K 0.15%
7,615
-1,080
37
$304K 0.06%
20,603
-474
38
$277K 0.05%
1,449
39
$245K 0.05%
22,230
+1,626
40
– –
-5,550
41
– –
-181,931
42
– –
-161,789
43
– –
-158,706
44
– –
-11,905
1
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