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
$1.07B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$13.9M
3
+$12.3M
4
VLO icon
Valero Energy
VLO
+$9.16M
5
TPL icon
Texas Pacific Land
TPL
+$4.14M

Top Sells

1
+$9.13M
2
+$7.36M
3
+$4.87M
4
PYPL icon
PayPal
PYPL
+$4.15M
5
DE icon
Deere & Co
DE
+$1.35M

Sector Composition

1 Financials 41.96%
2 Technology 19.51%
3 Communication Services 9.99%
4 Consumer Discretionary 8.99%
5 Industrials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.1M 1.22%
112,519
27
$12.3M 1.14%
+36,000
28
$11.6M 1.08%
42,990
-5,010
29
$10.9M 1.01%
155,288
+6,060
30
$10.5M 0.98%
480,135
-4,100
31
$10.3M 0.96%
167,289
-1,550
32
$10.1M 0.94%
356,828
33
$9.44M 0.88%
230,150
+4,150
34
$9.32M 0.87%
25,625
35
$9.16M 0.85%
+162,000
36
$8M 0.75%
46,000
37
$7.11M 0.66%
72,675
38
$7.03M 0.66%
60,000
39
$6.96M 0.65%
131,275
-2,400
40
$4.59M 0.43%
17,393
41
$4.14M 0.39%
+17,100
42
$696K 0.06%
2
43
$678K 0.06%
7,124
44
$461K 0.04%
7,124
45
$396K 0.04%
5,405
-30
46
$304K 0.03%
+4,900
47
$229K 0.02%
31,867
1
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