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
$716M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.28M
3
+$5.75M
4
CTSH icon
Cognizant
CTSH
+$3.09M
5
AGCO icon
AGCO
AGCO
+$2.75M

Top Sells

1
+$3.22M
2
+$1.22M
3
+$704K
4
BAC icon
Bank of America
BAC
+$395K
5
ACN icon
Accenture
ACN
+$233K

Sector Composition

1 Financials 38.44%
2 Industrials 17.59%
3 Technology 17.06%
4 Consumer Discretionary 9.9%
5 Energy 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.01M 1.12%
191,150
27
$7.92M 1.11%
104,700
28
$7.28M 1.02%
+544,000
29
$7.13M 1%
366,660
30
$7.12M 0.99%
148,665
31
$6.5M 0.91%
136,423
-633
32
$6.48M 0.9%
97,700
33
$6.43M 0.9%
168,000
34
$6.31M 0.88%
32,400
35
$6.01M 0.84%
85,529
36
$5.75M 0.8%
+269,451
37
$5.71M 0.8%
73,900
38
$5.21M 0.73%
101,200
39
$4.7M 0.66%
105,756
40
$4.33M 0.6%
36,850
41
$4.26M 0.6%
23,225
-350
42
$3.96M 0.55%
137,900
43
$3.72M 0.52%
60,000
44
$3.63M 0.51%
130,000
45
$3.13M 0.44%
34,400
46
$2.85M 0.4%
105,700
47
$2.35M 0.33%
20,300
48
$2.28M 0.32%
22,500
49
$2.15M 0.3%
69,300
50
$1.87M 0.26%
30,000
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