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
$970M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$5.61M
3
+$4.01M
4
WFC icon
Wells Fargo
WFC
+$1.34M
5
BAC icon
Bank of America
BAC
+$720K

Top Sells

1
+$10M
2
+$2.85M
3
+$1.89M
4
AXP icon
American Express
AXP
+$1.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$987K

Sector Composition

1 Financials 43.02%
2 Technology 17.89%
3 Consumer Discretionary 13.56%
4 Industrials 11.08%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.3M 1.27%
118,828
-800
27
$12.1M 1.25%
175,764
-800
28
$11.7M 1.2%
270,000
+130,000
29
$10.9M 1.12%
181,000
30
$9.86M 1.02%
174,150
31
$9.77M 1.01%
219,165
+422
32
$9.71M 1%
249,000
33
$9.52M 0.98%
68,450
34
$9.5M 0.98%
260,000
35
$9.14M 0.94%
267,475
-1,550
36
$8.18M 0.84%
48,475
-625
37
$6.57M 0.68%
252,200
38
$6.52M 0.67%
60,000
39
$6.29M 0.65%
46,000
40
$5.95M 0.61%
72,250
41
$5.89M 0.61%
+140,875
42
$4.9M 0.5%
356,828
43
$4.71M 0.49%
120,000
44
$4.01M 0.41%
+336,592
45
$3.72M 0.38%
17,950
46
$3.04M 0.31%
236,452
47
$1.21M 0.12%
613,810
48
$624K 0.06%
2
49
$529K 0.05%
7,124
50
$438K 0.05%
38,226
1
2
3