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
$626M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$14.4M
3
+$3.83M
4
BABA icon
Alibaba
BABA
+$1.4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$859K

Top Sells

1
+$13.1M
2
+$11.6M
3
+$4.4M
4
BHC icon
Bausch Health
BHC
+$1.78M
5
C icon
Citigroup
C
+$1.45M

Sector Composition

1 Financials 23.97%
2 Communication Services 20.58%
3 Technology 16.14%
4 Consumer Staples 12.83%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.1M 9.93%
355,700
-3,548
2
$46.5M 7.44%
209,316
+101,976
3
$45.9M 7.34%
128,532
-698
4
$41.4M 6.62%
117,375
+2,435
5
$38.7M 6.18%
125,455
-652
6
$35.1M 5.61%
251,220
-4,280
7
$35M 5.59%
214,680
+88,320
8
$28.6M 4.58%
476,900
+12,941
9
$28.1M 4.49%
1,075,769
+4,929
10
$27.3M 4.36%
61,840
-686
11
$26.1M 4.17%
488,680
-27,233
12
$22.1M 3.53%
101,948
-908
13
$22M 3.52%
158,480
+280
14
$20M 3.19%
426,349
-27,794
15
$19.1M 3.06%
139,934
+27,968
16
$16.3M 2.6%
149,401
+12,871
17
$16M 2.55%
698,319
-77,782
18
$15.1M 2.42%
161,149
-123,193
19
$14.4M 2.3%
85,955
-1,056
20
$11.1M 1.77%
27,034
+380
21
$10.5M 1.68%
59,284
-24,801
22
$9M 1.44%
16,458
+498
23
$4.88M 0.78%
508,399
+3,024
24
$2.92M 0.47%
12,286
25
$1.21M 0.19%
26,965
1
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