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
$360M
AUM Growth
-$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.66M
3
+$3.39M
4
BUD icon
AB InBev
BUD
+$952K
5
AMZN icon
Amazon
AMZN
+$467K

Top Sells

1
+$7.69M
2
+$231K
3
+$211K
4
MA icon
Mastercard
MA
+$206K
5
C icon
Citigroup
C
+$155K

Sector Composition

1 Financials 24.72%
2 Technology 19.04%
3 Consumer Staples 16.23%
4 Communication Services 12.23%
5 Healthcare 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.5M 10.13%
541,091
-2,295
2
$33.4M 9.27%
190,687
-1,177
3
$22.9M 6.36%
251,134
+413
4
$22.7M 6.31%
228,789
-325
5
$20.5M 5.68%
556,033
-2,726
6
$19.1M 5.29%
94,177
-272
7
$15.3M 4.26%
335,293
-1,697
8
$14.2M 3.93%
274,600
+240
9
$13.7M 3.79%
100,878
+654
10
$13.5M 3.73%
393,926
+335
11
$12.7M 3.53%
99,314
-89
12
$12.7M 3.52%
116,332
+32
13
$11M 3.04%
261,448
-832
14
$9.67M 2.68%
607,618
-14,528
15
$9.4M 2.61%
85,501
+8,656
16
$9.1M 2.53%
45,625
-158
17
$8.24M 2.29%
98,699
-515
18
$7.38M 2.05%
113,989
+508
19
$6.48M 1.8%
67,046
20
$6.32M 1.75%
207,770
+111,422
21
$5.46M 1.51%
105,220
22
$5.41M 1.5%
+98,600
23
$4.66M 1.29%
+258,985
24
$1.14M 0.32%
59,453
+445
25
$1.06M 0.3%
24,321
-175,687
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