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
$797M
AUM Growth
-$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.5M
3
+$4.63M
4
COR icon
Cencora
COR
+$3.72M
5
THO icon
Thor Industries
THO
+$3.38M

Top Sells

1
+$25.8M
2
+$5.93M
3
+$4.98M
4
MCK icon
McKesson
MCK
+$3.76M
5
FLR icon
Fluor
FLR
+$3.22M

Sector Composition

1 Financials 43.43%
2 Technology 18.97%
3 Industrials 12.83%
4 Consumer Discretionary 12.49%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.3M 1.3%
229,124
27
$9.68M 1.22%
479,000
28
$9.63M 1.21%
120,827
-700
29
$9.46M 1.19%
66,200
-200
30
$9.23M 1.16%
177,314
+225
31
$8.42M 1.06%
232,136
-3,985
32
$8.18M 1.03%
110,000
+50,000
33
$7.54M 0.95%
56,400
34
$7.47M 0.94%
50,100
-650
35
$7.45M 0.94%
140,000
36
$7.44M 0.93%
143,150
+65,000
37
$6.99M 0.88%
249,000
+165,000
38
$5.63M 0.71%
252,200
39
$5.57M 0.7%
378,985
40
$5.46M 0.69%
60,000
41
$5.2M 0.65%
200,000
42
$4.69M 0.59%
147,522
43
$4.68M 0.59%
301,122
-381,387
44
$3.48M 0.44%
296,440
-60,000
45
$3M 0.38%
17,950
-275
46
$2.98M 0.37%
236,452
+2,746
47
$2.61M 0.33%
372,481
48
$2.58M 0.32%
356,828
-148,752
49
$2.44M 0.31%
58,260
50
$2.28M 0.29%
136,053
-182,300
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