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
$509M
AUM Growth
+$4.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$9.2M
3
+$9.08M
4
TTE icon
TotalEnergies
TTE
+$8.89M
5
PM icon
Philip Morris
PM
+$2.97M

Top Sells

1
+$10.4M
2
+$8.53M
3
+$7.58M
4
APOL
Apollo Education Group Inc Class A
APOL
+$5.63M
5
BDX icon
Becton Dickinson
BDX
+$5.34M

Sector Composition

1 Consumer Staples 21.83%
2 Technology 15.83%
3 Financials 15.7%
4 Healthcare 13.72%
5 Energy 12.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.4M 8.32%
822,443
+11,911
2
$25.9M 5.08%
168,659
+59,207
3
$24.8M 4.87%
904,488
+22,299
4
$24.2M 4.75%
253,047
+8,166
5
$24.1M 4.73%
319,997
+39,485
6
$21.2M 4.17%
258,885
+8,530
7
$19M 3.73%
440,674
+9,414
8
$18.3M 3.6%
565,078
-233,571
9
$16.8M 3.31%
414,979
+12,470
10
$16.1M 3.16%
286,943
+9,641
11
$15.5M 3.04%
198,707
+3,037
12
$15.3M 3%
557,887
+15,723
13
$14.9M 2.92%
297,486
+184,077
14
$14.4M 2.83%
353,838
+7,789
15
$13.7M 2.68%
247,619
-154,602
16
$13.3M 2.61%
425,136
+8,636
17
$12.7M 2.49%
126,121
+3,485
18
$12.1M 2.38%
261,396
+6,384
19
$10.9M 2.15%
175,439
+3,373
20
$10.5M 2.06%
503,454
+10,364
21
$9.52M 1.87%
+91,154
22
$9.07M 1.78%
188,240
+3,883
23
$9.07M 1.78%
283,278
+15,186
24
$9M 1.77%
107,856
+13,516
25
$8.89M 1.75%
+178,990
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