SBCM

Schwerin Boyle Capital Management Portfolio holdings

AUM $915M
1-Year Est. Return 17.62%
This Quarter Est. Return
1 Year Est. Return
+17.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$8.88M
2
+$5.7M
3
+$51.2K
4
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$38.6K

Top Sells

1
+$24.2M
2
+$15M
3
+$12.3M
4
WFC icon
Wells Fargo
WFC
+$10.6M
5
GNTX icon
Gentex
GNTX
+$5.53M

Sector Composition

1 Financials 43.28%
2 Technology 15.97%
3 Communication Services 11.08%
4 Consumer Discretionary 10.72%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.4M 1.1%
152,028
-3,260
27
$11.9M 1.06%
164,039
-3,250
28
$11.8M 1.05%
231,150
+1,000
29
$11.6M 1.03%
162,000
30
$11.6M 1.03%
324,000
-155,000
31
$9.45M 0.84%
253,800
-132,000
32
$8.97M 0.8%
46,000
33
$8.58M 0.76%
72,675
34
$8.55M 0.76%
25,175
-450
35
$8.36M 0.74%
128,275
-3,000
36
$8.21M 0.73%
220,557
-136,271
37
$7.09M 0.63%
60,000
38
$5.88M 0.52%
11,100
-6,000
39
$5.7M 0.51%
+417,800
40
$5.56M 0.49%
16,993
-400
41
$1.05M 0.09%
2,800
-40,190
42
$771K 0.07%
2
43
$767K 0.07%
7,124
44
$500K 0.04%
7,124
45
$421K 0.04%
5,324
-81
46
$314K 0.03%
31,167
-700
47
$309K 0.03%
4,900
48
– –
-36,000
1
2