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
$871M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$8.73M
3
+$6.04M
4
SLB icon
SLB Ltd
SLB
+$1.75M
5
XOM icon
Exxon Mobil
XOM
+$617K

Top Sells

1
+$3.81M
2
+$1.5M
3
+$1.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$867K
5
KMX icon
CarMax
KMX
+$756K

Sector Composition

1 Financials 42.02%
2 Technology 20.84%
3 Communication Services 10.97%
4 Consumer Discretionary 9.83%
5 Industrials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.6M 1.22%
48,000
-250
27
$8.73M 1%
+226,000
28
$8.38M 0.96%
25,625
-200
29
$7.74M 0.89%
149,228
-3,550
30
$7.54M 0.86%
484,235
+112,350
31
$7.28M 0.84%
168,839
-750
32
$7.04M 0.81%
72,675
+425
33
$6.85M 0.79%
46,000
34
$6.74M 0.77%
356,828
35
$6.24M 0.72%
60,000
36
$4.84M 0.56%
133,675
-5,400
37
$3.5M 0.4%
17,393
-250
38
$645K 0.07%
7,124
39
$640K 0.07%
2
40
$425K 0.05%
7,124
41
$336K 0.04%
5,435
-110
42
$145K 0.02%
31,867
-650
43
– –
-22,000
1
2