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
$712M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$3.36M
3
+$1.81M
4
CIE
Cobalt International Energy, Inc
CIE
+$1.65M
5
PKX icon
POSCO
PKX
+$608K

Top Sells

1
+$6.68M
2
+$5.61M
3
+$2.6M
4
DNR
Denbury Resources, Inc.
DNR
+$2.02M
5
SM icon
SM Energy
SM
+$1.93M

Sector Composition

1 Financials 36.47%
2 Technology 16.66%
3 Industrials 16.4%
4 Consumer Discretionary 9.79%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.51M 1.05%
366,860
-1,500
27
$7.14M 1%
148,665
28
$6.91M 0.97%
151,800
+39,800
29
$6.59M 0.93%
130,600
-34,000
30
$6.43M 0.9%
168,000
31
$6.02M 0.85%
+136,190
32
$5.83M 0.82%
85,529
33
$5.7M 0.8%
97,700
34
$5.59M 0.78%
101,200
35
$5.46M 0.77%
76,077
36
$5.23M 0.73%
32,400
37
$4.97M 0.7%
166,869
-1,815
38
$4.82M 0.68%
105,756
39
$4.64M 0.65%
66,000
40
$4.59M 0.64%
61,100
41
$4.38M 0.62%
24,725
42
$4.37M 0.61%
130,000
43
$4.28M 0.6%
108,450
44
$3.87M 0.54%
40,000
-10,000
45
$3.44M 0.48%
60,000
46
$3.36M 0.47%
+223,122
47
$2.94M 0.41%
100,000
48
$2.64M 0.37%
80,000
49
$2.39M 0.34%
80,000
50
$2.18M 0.31%
217,013
-21,434
1
2
3