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
$738M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$2.28M
3
+$1.83M
4
AGCO icon
AGCO
AGCO
+$1.72M
5
EBAY icon
eBay
EBAY
+$1.1M

Top Sells

1
+$3.57M
2
+$3.46M
3
+$3.2M
4
CSX icon
CSX Corp
CSX
+$3M
5
COR icon
Cencora
COR
+$2.39M

Sector Composition

1 Financials 38.28%
2 Industrials 19.15%
3 Technology 16.68%
4 Consumer Discretionary 10.54%
5 Energy 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.84M 1.2%
123,231
-1,290
27
$8.57M 1.16%
709,650
-248,700
28
$8.2M 1.11%
100,000
-4,700
29
$7.93M 1.08%
142,000
+40,800
30
$7.7M 1.04%
176,350
-14,800
31
$7.7M 1.04%
+53,400
32
$7.18M 0.97%
129,442
-6,981
33
$6.75M 0.91%
150,000
-18,000
34
$6.49M 0.88%
134,640
-14,025
35
$6.49M 0.88%
85,529
36
$6.43M 0.87%
320,392
+50,941
37
$4.82M 0.65%
105,756
38
$4.68M 0.63%
137,900
39
$4.46M 0.6%
36,850
40
$4.33M 0.59%
60,000
41
$4.27M 0.58%
47,400
-26,500
42
$4.2M 0.57%
21,650
-1,575
43
$3.96M 0.54%
130,000
44
$3.74M 0.51%
50,000
-47,700
45
$3.56M 0.48%
34,400
46
$3.53M 0.48%
17,000
-15,400
47
$3.19M 0.43%
105,700
48
$2.61M 0.35%
20,300
49
$2.27M 0.31%
30,000
50
$2.27M 0.31%
67,300
-2,000
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