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
$438M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$223K
3
+$36.6K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$22.2K
5
ORCL icon
Oracle
ORCL
+$14.5K

Top Sells

1
+$577K
2
+$511K
3
+$422K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$325K
5
WMT icon
Walmart
WMT
+$308K

Sector Composition

1 Healthcare 22.5%
2 Financials 18.86%
3 Technology 18.2%
4 Consumer Staples 17.31%
5 Energy 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.6M 10.16%
855,179
-11,066
2
$23.4M 5.35%
903,401
-4,243
3
$22.6M 5.16%
863,157
-11,742
4
$22.5M 5.13%
392,008
-4,890
5
$22.1M 5.04%
791,476
-11,643
6
$21.2M 4.83%
231,192
-3,016
7
$20.5M 4.67%
547,346
-6,462
8
$20.3M 4.63%
406,687
-8,454
9
$19.9M 4.55%
730,262
-18,703
10
$19.9M 4.54%
457,629
-5,037
11
$19.6M 4.47%
236,340
-3,320
12
$19.2M 4.38%
235,782
-3,089
13
$16.2M 3.69%
422,444
+380
14
$15.6M 3.55%
391,612
-1,066
15
$14.3M 3.25%
132,279
-1,649
16
$13.8M 3.14%
157,850
+77,615
17
$12.8M 2.91%
71,277
+204
18
$8.05M 1.84%
89,350
-1,054
19
$7.92M 1.81%
178,946
-2,083
20
$7.88M 1.8%
109,960
-1,272
21
$7.63M 1.74%
228,310
-2,186
22
$7.23M 1.65%
188,534
-2,169
23
$6.97M 1.59%
173,837
+553
24
$6.94M 1.58%
309,428
+9,958
25
$6.91M 1.58%
272,513
-2,124
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