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SBCM

Schwerin Boyle Capital Management Portfolio holdings

AUM $788M
1-Year Est. Return 13.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$788M
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$9.5M
3
+$4.18K

Top Sells

1
+$21.9M
2
+$12.6M
3
+$7.9M
4
MCK icon
McKesson
MCK
+$6.74M
5
META icon
Meta Platforms (Facebook)
META
+$6.56M

Sector Composition

1 Financials 36.27%
2 Communication Services 16.79%
3 Industrials 11.69%
4 Energy 10.16%
5 Technology 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.05T
$103M 13.1%
215,409
-25,749
WFC icon
2
Wells Fargo
WFC
$252B
$51.7M 6.56%
649,281
-91,971
META icon
3
Meta Platforms (Facebook)
META
$1.44T
$44.8M 5.69%
78,379
-10,238
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.35T
$43.7M 5.55%
152,450
-69,594
AXP icon
5
American Express
AXP
$217B
$43.4M 5.5%
143,404
-15,925
XOM icon
6
Exxon Mobil
XOM
$608B
$34.1M 4.33%
201,162
-14,430
JPM icon
7
JPMorgan Chase
JPM
$840B
$32.8M 4.17%
111,613
-7,930
MA icon
8
Mastercard
MA
$430B
$24.7M 3.14%
49,510
-6,240
SPXC icon
9
SPX Corp
SPXC
$11.7B
$24M 3.04%
119,950
-12,500
AYI icon
10
Acuity Brands
AYI
$8.75B
$20.8M 2.63%
74,063
-5,855
ST icon
11
Sensata Technologies
ST
$7.25B
$20.7M 2.63%
587,625
-85,250
VZ icon
12
Verizon
VZ
$196B
$18.7M 2.37%
372,614
-26,250
ACN icon
13
Accenture
ACN
$103B
$18.1M 2.3%
91,399
-10,385
AGCO icon
14
AGCO
AGCO
$8.04B
$17.4M 2.21%
150,336
-11,803
L icon
15
Loews
L
$22.1B
$16.9M 2.15%
158,576
-18,875
PSX icon
16
Phillips 66
PSX
$71.4B
$16.7M 2.12%
91,563
-2,928
OXY icon
17
Occidental Petroleum
OXY
$55.2B
$16M 2.03%
246,610
-27,778
CHTR icon
18
Charter Communications
CHTR
$17.1B
$16M 2.03%
+74,095
SCHF icon
19
Schwab International Equity ETF
SCHF
$66B
$15.7M 1.99%
632,381
-74,119
PFE icon
20
Pfizer
PFE
$149B
$15.3M 1.94%
543,843
-40,925
KO icon
21
Coca-Cola
KO
$355B
$14.8M 1.88%
194,670
-25,580
VWO icon
22
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$14.3M 1.82%
264,964
-31,056
MCK icon
23
McKesson
MCK
$94.6B
$13.8M 1.76%
16,000
-7,550
GNTX icon
24
Gentex
GNTX
$5.47B
$13.6M 1.72%
621,286
-74,432
SLB icon
25
SLB Ltd
SLB
$83.7B
$13.3M 1.68%
257,970
-17,375
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