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
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$11M
3
+$10.5M
4
BUD icon
AB InBev
BUD
+$9.36M
5
WU icon
Western Union
WU
+$8.83M

Top Sells

1
+$13.5M
2
+$9.56M
3
+$7.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.86M
5
EXPD icon
Expeditors International
EXPD
+$2.12M

Sector Composition

1 Consumer Staples 28.66%
2 Financials 19.59%
3 Technology 13.91%
4 Energy 10.27%
5 Healthcare 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.8M 8.27%
1,855,320
+1,021,680
2
$36.3M 7.19%
732,167
-34,328
3
$23.3M 4.62%
294,199
+3,058
4
$21.8M 4.31%
157,323
+6,973
5
$21.7M 4.29%
575,999
+291,753
6
$21.3M 4.21%
475,668
+235,408
7
$21.1M 4.17%
223,332
-8,340
8
$18M 3.57%
250,518
+12,406
9
$17.8M 3.53%
922,071
+456,111
10
$15.9M 3.15%
397,342
+11,788
11
$15.3M 3.03%
141,929
+51,057
12
$14.8M 2.93%
409,597
-1,659
13
$14.3M 2.82%
322,235
-6,707
14
$14.2M 2.81%
248,214
-10,977
15
$14M 2.78%
155,709
+69,713
16
$13.6M 2.69%
451,452
+57,608
17
$13.5M 2.67%
524,437
+30,233
18
$11.9M 2.36%
128,003
-2,169
19
$11.9M 2.36%
320,596
+201,878
20
$11.1M 2.2%
378,087
+243,193
21
$10.6M 2.1%
348,640
-159,720
22
$9.36M 1.85%
+88,054
23
$8.51M 1.68%
85,274
+635
24
$7.67M 1.52%
263,728
-3,934
25
$7.41M 1.47%
+56,812
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