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
$622M
AUM Growth
+$376M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$44.1M
3
+$37M
4
META icon
Meta Platforms (Facebook)
META
+$35.4M
5
MSFT icon
Microsoft
MSFT
+$35M

Top Sells

1
+$21.2M
2
+$984K
3
+$814K
4
BAY
BAYER AG SPONS ADR
BAY
+$478K
5
SCHW icon
Charles Schwab
SCHW
+$212K

Sector Composition

1 Financials 22.59%
2 Communication Services 19.85%
3 Technology 16.08%
4 Healthcare 14.95%
5 Consumer Staples 13.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.3M 8.24%
+362,210
2
$44.1M 7.09%
+126,879
3
$37M 5.95%
+526,747
4
$35.4M 5.69%
+104,245
5
$35M 5.64%
+124,292
6
$34.5M 5.55%
+258,740
7
$34.5M 5.54%
+1,080,462
8
$31.5M 5.07%
115,566
+826
9
$27.2M 4.37%
+286,785
10
$26.4M 4.25%
+468,606
11
$25.6M 4.11%
+457,219
12
$22.4M 3.61%
806,114
-29,218
13
$21.5M 3.46%
+62,399
14
$20.9M 3.35%
155,980
-1,280
15
$20.4M 3.29%
124,360
+24,800
16
$20.4M 3.27%
137,507
+91,610
17
$15M 2.41%
88,562
-650
18
$13.7M 2.2%
84,570
+3,187
19
$13.4M 2.16%
51,440
-227
20
$13.2M 2.12%
87,494
+22,853
21
$12.7M 2.05%
935,917
-35,135
22
$11.8M 1.9%
76,708
-200
23
$11.4M 1.83%
26,805
+1,347
24
$9.66M 1.55%
+15,536
25
$6.78M 1.09%
516,869
-74,989
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