SBCM

Schwerin Boyle Capital Management Portfolio holdings

AUM $915M
1-Year Est. Return 17.62%
This Quarter Est. Return
1 Year Est. Return
+17.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$73M
2
+$39M
3
+$34.6M
4
WFC icon
Wells Fargo
WFC
+$31.9M
5
GM icon
General Motors
GM
+$27.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 39.58%
2 Industrials 15.07%
3 Technology 13.82%
4 Consumer Discretionary 10.24%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.68M 0.91%
+95,700
27
$5.63M 0.9%
+112,000
28
$5.5M 0.88%
+370,175
29
$5.5M 0.88%
+97,700
30
$5.16M 0.83%
+164,600
31
$5.06M 0.81%
+85,529
32
$4.23M 0.68%
+50,000
33
$4.02M 0.65%
+168,684
34
$3.95M 0.64%
+61,100
35
$3.9M 0.63%
+105,756
36
$3.88M 0.62%
+108,450
37
$3.74M 0.6%
+24,725
38
$3.72M 0.6%
+130,000
39
$3.71M 0.6%
+32,400
40
$3.69M 0.59%
+66,000
41
$3.38M 0.54%
+56,300
42
$3.24M 0.52%
+54,000
43
$3.18M 0.51%
+100,000
44
$3.09M 0.5%
+60,000
45
$2.32M 0.37%
+289,300
46
$2.14M 0.34%
+20,300
47
$2.12M 0.34%
+273,750
48
$2.09M 0.34%
+80,000
49
$2.04M 0.33%
+73,700
50
$2.01M 0.32%
+30,000
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