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
$720M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$3.71M
3
+$1.43M
4
TCO
Taubman Centers Inc.
TCO
+$1.01M
5
IBM icon
IBM
IBM
+$392K

Top Sells

1
+$3.64M
2
+$3.51M
3
+$2.17M
4
PSA icon
Public Storage
PSA
+$2.03M
5
SKT icon
Tanger
SKT
+$1.52M

Sector Composition

1 Financials 38.36%
2 Industrials 20.43%
3 Technology 18.72%
4 Consumer Discretionary 8.91%
5 Energy 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 1.4%
284,250
-2,150
27
$9.98M 1.39%
121,969
-87
28
$8.95M 1.24%
559,000
29
$8.42M 1.17%
127,761
-166
30
$8.42M 1.17%
973,200
-1,800
31
$8.37M 1.16%
229,124
32
$8.16M 1.13%
1,402,458
33
$7.97M 1.11%
142,000
34
$7.37M 1.02%
156,000
35
$6.52M 0.91%
70,500
-1,250
36
$6.43M 0.89%
193,178
37
$5.79M 0.8%
134,640
-50,490
38
$5.4M 0.75%
215,037
+57,137
39
$4.92M 0.68%
47,400
40
$4.89M 0.68%
240,000
41
$4.7M 0.65%
53,400
42
$4.69M 0.65%
45,150
-150
43
$4.62M 0.64%
60,000
44
$4.49M 0.62%
105,756
45
$4.36M 0.61%
61,581
46
$3.71M 0.52%
+48,700
47
$3.68M 0.51%
154,595
48
$3.52M 0.49%
19,550
-200
49
$3.35M 0.47%
17,000
50
$3.1M 0.43%
50,000
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