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
$441M
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.1M
3
+$6.46M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$2.74M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$807K

Top Sells

1
+$19.1M
2
+$14.2M
3
+$12M
4
WU icon
Western Union
WU
+$10.4M
5
DE icon
Deere & Co
DE
+$7M

Sector Composition

1 Consumer Staples 26.81%
2 Financials 19.37%
3 Technology 15.88%
4 Energy 10.37%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.85M 1.55%
51,859
-4,953
27
$6.46M 1.46%
+45,176
28
$6.36M 1.44%
91,229
-9,339
29
$6.15M 1.39%
343,477
-578,594
30
$4.97M 1.13%
127,660
-12,520
31
$4.68M 1.06%
103,859
-24,184
32
$4.65M 1.05%
20,034
-5,297
33
$3.16M 0.72%
66,936
34
$2.74M 0.62%
+77,334
35
$1.65M 0.37%
33,000
-75,738
36
$1.03M 0.23%
13,178
-3,951
37
$859K 0.19%
7,615
38
$807K 0.18%
+17,627
39
$798K 0.18%
+13,473
40
$581K 0.13%
+8,136
41
$565K 0.13%
+5,735
42
$235K 0.05%
1,155
-294
43
– –
-94,554
44
– –
-248,214
45
– –
-20,603
46
– –
-126,435
47
– –
-22,230
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