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
$712M
AUM Growth
-$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$4.19M
3
+$1.91M
4
EGP icon
EastGroup Properties
EGP
+$1.84M
5
JEF icon
Jefferies Financial Group
JEF
+$76.8K

Top Sells

1
+$3.41M
2
+$3.1M
3
+$1.8M
4
BXP icon
Boston Properties
BXP
+$1.76M
5
TCO
Taubman Centers Inc.
TCO
+$1.01M

Sector Composition

1 Financials 36.35%
2 Industrials 21.55%
3 Technology 19.63%
4 Consumer Discretionary 7.92%
5 Energy 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.37M 1.32%
229,124
27
$9.05M 1.27%
142,000
28
$8.77M 1.23%
559,000
29
$8.61M 1.21%
206,164
-9,050
30
$8.38M 1.18%
156,000
31
$8.24M 1.16%
960,150
-13,050
32
$8.11M 1.14%
458,053
33
$8.07M 1.13%
126,694
-1,067
34
$6.52M 0.92%
240,000
35
$6.29M 0.88%
70,250
-250
36
$5.89M 0.83%
215,037
37
$5.87M 0.82%
53,400
38
$5.46M 0.77%
1,402,458
39
$5.27M 0.74%
134,640
40
$4.94M 0.69%
252,199
+97,604
41
$4.71M 0.66%
105,756
42
$4.67M 0.66%
45,300
+150
43
$4.56M 0.64%
+91,204
44
$4.5M 0.63%
60,000
45
$4.32M 0.61%
61,581
46
$4.19M 0.59%
+319,053
47
$4.1M 0.58%
47,400
48
$3.75M 0.53%
48,700
49
$3.01M 0.42%
19,150
-400
50
$3M 0.42%
114,450
-2,100
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