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
$527M
AUM Growth
-$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$13.1M
3
+$11.5M
4
SPGI icon
S&P Global
SPGI
+$7.03M
5
PRI icon
Primerica
PRI
+$5.33M

Top Sells

1
+$28.1M
2
+$15.1M
3
+$10.2M
4
HSY icon
Hershey
HSY
+$1.91M
5
BABA icon
Alibaba
BABA
+$1.4M

Sector Composition

1 Financials 26.53%
2 Communication Services 21.63%
3 Technology 18.74%
4 Consumer Staples 11.51%
5 Consumer Discretionary 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.5M 9.21%
354,818
-882
2
$45.2M 8.58%
280,335
+71,019
3
$40.6M 7.72%
128,812
+280
4
$32.5M 6.18%
119,180
+1,805
5
$32.3M 6.13%
125,725
+270
6
$27.8M 5.28%
254,060
+2,840
7
$26.7M 5.06%
61,995
+155
8
$25.5M 4.84%
472,835
-4,065
9
$23.4M 4.44%
220,339
+5,659
10
$23.2M 4.41%
504,578
+15,898
11
$22.1M 4.19%
184,469
+44,535
12
$20M 3.8%
93,084
-8,864
13
$19.3M 3.66%
490,999
+64,650
14
$18.9M 3.58%
53,822
+37,364
15
$17.9M 3.39%
+218,685
16
$17.8M 3.37%
162,960
+4,480
17
$16.1M 3.07%
47,903
+20,869
18
$15.6M 2.96%
137,059
-12,342
19
$15.1M 2.86%
90,508
+4,553
20
$5.56M 1.06%
664,778
-33,541
21
$3.91M 0.74%
501,913
-6,486
22
$2.5M 0.47%
12,200
-86
23
$1.02M 0.19%
26,965
24
$906K 0.17%
10,583
-1,093
25
$857K 0.16%
5,070
-800
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