SBCM

Schwerin Boyle Capital Management Portfolio holdings

AUM $897M
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$659M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$12.2M
3
+$6.46M
4
ORCL icon
Oracle
ORCL
+$5.57M
5
NOV icon
NOV
NOV
+$5.36M

Top Sells

1
+$22.7M
2
+$22.1M
3
+$3.24M
4
SM icon
SM Energy
SM
+$2.42M
5
THO icon
Thor Industries
THO
+$2.12M

Sector Composition

1 Financials 35.35%
2 Industrials 16.7%
3 Technology 16.42%
4 Consumer Discretionary 10.12%
5 Energy 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.96M 1.06%
368,360
-1,815
27
$6.76M 1.03%
164,600
28
$6.22M 0.94%
148,665
29
$6.21M 0.94%
112,000
30
$5.87M 0.89%
101,200
-36,530
31
$5.82M 0.88%
97,700
32
$5.61M 0.85%
79,000
-16,700
33
$5.61M 0.85%
85,529
34
$5.57M 0.85%
+168,000
35
$5.36M 0.81%
+76,077
36
$4.46M 0.68%
50,000
37
$4.42M 0.67%
168,684
38
$4.19M 0.64%
105,756
39
$4.16M 0.63%
32,400
40
$4.13M 0.63%
61,100
41
$4.03M 0.61%
66,000
42
$4.02M 0.61%
108,450
43
$3.91M 0.59%
24,725
44
$3.86M 0.59%
130,000
45
$3.19M 0.48%
60,000
46
$3.13M 0.47%
100,000
47
$2.6M 0.4%
+15,502
48
$2.3M 0.35%
80,000
49
$2.17M 0.33%
20,300
50
$2.17M 0.33%
238,447
-50,853
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