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
$762M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.49M
3
+$3.19M
4
BAC.WS.A
Bank Of America Corporation Ws A
BAC.WS.A
+$2.97M
5
MET icon
MetLife
MET
+$2.52M

Top Sells

1
+$2.32M
2
+$1.92M
3
+$554K
4
ACN icon
Accenture
ACN
+$337K
5
TT icon
Trane Technologies
TT
+$334K

Sector Composition

1 Financials 35.9%
2 Industrials 21.49%
3 Technology 18.33%
4 Consumer Discretionary 9.87%
5 Energy 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.24M 1.21%
185,130
+50,490
27
$9.23M 1.21%
229,124
+79,124
28
$9.18M 1.2%
559,000
+25,000
29
$8.65M 1.14%
1,402,458
+481,992
30
$8.49M 1.11%
+260,000
31
$7.99M 1.05%
142,000
32
$7.82M 1.03%
359,908
+17,452
33
$7.69M 1.01%
127,927
-1,149
34
$7.41M 0.97%
680,883
-7,917
35
$7.01M 0.92%
53,400
36
$6.82M 0.9%
74,750
-250
37
$6.53M 0.86%
176,350
38
$5.53M 0.73%
45,300
+9,000
39
$5.04M 0.66%
47,400
40
$4.68M 0.61%
105,756
41
$4.55M 0.6%
61,581
42
$4.45M 0.58%
60,000
43
$4.38M 0.58%
21,000
44
$3.82M 0.5%
17,000
45
$3.59M 0.47%
107,900
46
$3.12M 0.41%
50,000
47
$3.06M 0.4%
105,700
48
$2.46M 0.32%
+176,000
49
$2.04M 0.27%
+29,100
50
$1.91M 0.25%
20,100
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