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
1
$43.9M 8.69%
810,532
-22,364
2
$25.3M 5%
798,649
+359,197
3
$25.3M 5%
882,189
-12,180
4
$23.2M 4.59%
244,881
+244
5
$22.8M 4.53%
280,512
+1,567
6
$22.8M 4.52%
250,355
+763
7
$21.5M 4.25%
402,221
-1,841
8
$19.4M 3.84%
431,260
+1,641
9
$17M 3.37%
402,509
+1,088
10
$16.8M 3.33%
109,452
+35,174
11
$16.1M 3.18%
346,049
-338
12
$16M 3.16%
277,302
-3,199
13
$15.1M 2.99%
416,500
-1,145
14
$14.3M 2.83%
542,164
-2,166
15
$14.1M 2.8%
195,670
+81
16
$13.8M 2.73%
403,738
-80,195
17
$12.8M 2.54%
122,636
-190
18
$11M 2.17%
255,012
-694
19
$10.4M 2.07%
605,711
-2,540
20
$9.89M 1.96%
172,066
-446
21
$8.83M 1.75%
+493,090
22
$8.61M 1.71%
+97,331
23
$8.33M 1.65%
185,028
-295
24
$8.3M 1.64%
+111,672
25
$8.22M 1.63%
184,357
-500
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