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
$626M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$14.4M
3
+$3.83M
4
BABA icon
Alibaba
BABA
+$1.4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$859K

Top Sells

1
+$13.1M
2
+$11.6M
3
+$4.4M
4
BHC icon
Bausch Health
BHC
+$1.78M
5
C icon
Citigroup
C
+$1.45M

Sector Composition

1 Financials 23.97%
2 Communication Services 20.58%
3 Technology 16.14%
4 Consumer Staples 12.83%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.17%
5,870
-535
27
$964K 0.15%
11,676
-1,350
28
$613K 0.1%
+20,950
29
$262K 0.04%
1,180
30
$224K 0.04%
2,656
31
$220K 0.04%
432
32
$217K 0.03%
580
33
$212K 0.03%
4,278
34
$1K ﹤0.01%
20,000
35
– –
-985,659
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