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
$376M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$8.88K
3
+$5.83K

Top Sells

1
+$9.16M
2
+$7.72M
3
+$3.02M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$1.65M
5
WMT icon
Walmart
WMT
+$91.8K

Sector Composition

1 Financials 22.48%
2 Consumer Staples 20.35%
3 Technology 16.18%
4 Energy 12.48%
5 Healthcare 11.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.8M 8.45%
672,402
-761
2
$23.1M 6.14%
237,313
-439
3
$20.8M 5.53%
565,280
-741
4
$20.5M 5.45%
201,351
-415
5
$18.9M 5.03%
173,943
-658
6
$16M 4.25%
649,959
+76,638
7
$15.2M 4.04%
263,829
-325
8
$13.8M 3.68%
91,128
-124
9
$13.8M 3.67%
415,724
-1,538
10
$13.7M 3.64%
348,275
+226
11
$12.8M 3.41%
533,700
-3,819
12
$12.3M 3.28%
346,946
-257,422
13
$12.3M 3.28%
104,365
-209
14
$12.2M 3.23%
104,723
-116
15
$11.2M 2.99%
288,740
-440
16
$10.7M 2.84%
204,958
-268
17
$10.2M 2.7%
58,429
-44,421
18
$9.5M 2.53%
72,283
-120
19
$8.75M 2.33%
295,721
-426
20
$8.48M 2.26%
107,855
-140
21
$7.78M 2.07%
69,280
-109
22
$7.73M 2.06%
273,484
-1,012
23
$7.56M 2.01%
210,294
-284
24
$6.68M 1.78%
46,236
-73
25
$5.89M 1.57%
139,395
-96
1
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