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
$851M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$6.9M
3
+$6.09M
4
SYNT
Syntel Inc
SYNT
+$4.36M
5
SRG
Seritage Growth Properties
SRG
+$4.18M

Top Sells

1
+$21.9M
2
+$9.64M
3
+$448K
4
MA icon
Mastercard
MA
+$182K
5
AGCO icon
AGCO
AGCO
+$148K

Sector Composition

1 Financials 40.68%
2 Industrials 19.18%
3 Technology 15.37%
4 Consumer Discretionary 10.71%
5 Consumer Staples 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 1.35%
229,124
27
$11.3M 1.33%
571,925
28
$10.6M 1.25%
559,000
29
$10.2M 1.2%
202,553
30
$10M 1.17%
123,295
31
$8.57M 1.01%
82,000
32
$8.39M 0.99%
51,000
33
$8.1M 0.95%
66,600
-1,100
34
$7.41M 0.87%
107,520
-139,900
35
$7.14M 0.84%
156,000
36
$6.95M 0.82%
210,950
-1,800
37
$6.9M 0.81%
+140,000
38
$6.59M 0.77%
134,640
39
$6.27M 0.74%
50,750
40
$6.17M 0.72%
233,706
41
$5.9M 0.69%
62,400
42
$5.33M 0.63%
60,000
43
$5.06M 0.59%
268,353
44
$5.01M 0.59%
149,400
45
$4.36M 0.51%
+257,015
46
$4.3M 0.51%
122,400
47
$4.1M 0.48%
18,475
48
$4.04M 0.47%
311,880
49
$2.93M 0.34%
84,000
50
$2.4M 0.28%
45,000
1
2
3