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
$1.2B
AUM Growth
-$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.18M
3
+$695K
4
BABA icon
Alibaba
BABA
+$253K
5
C icon
Citigroup
C
+$168K

Top Sells

1
+$1.69M
2
+$1.55M
3
+$1.54M
4
AAPL icon
Apple
AAPL
+$1.52M
5
MA icon
Mastercard
MA
+$1.2M

Sector Composition

1 Financials 43.78%
2 Technology 18.15%
3 Communication Services 12.29%
4 Industrials 7.53%
5 Energy 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.6M 1.05%
146,051
-2,912
27
$12.2M 1.01%
232,925
28
$11.9M 0.99%
108,239
-1,149
29
$11.8M 0.98%
75,975
30
$10.8M 0.9%
127,525
-750
31
$10.4M 0.87%
253,800
32
$9.45M 0.79%
324,000
33
$9.11M 0.76%
66,400
-250
34
$8.95M 0.75%
167,635
+3,150
35
$8.58M 0.71%
584,250
+47,375
36
$8.19M 0.68%
121,242
-983
37
$7.96M 0.66%
220,557
38
$7.93M 0.66%
24,975
39
$5.27M 0.44%
87,690
+19,715
40
$5M 0.42%
11,100
41
$1.06M 0.09%
2
42
$735K 0.06%
7,124
43
$619K 0.05%
8,475
44
$589K 0.05%
7,124
45
$490K 0.04%
5,093
-208
46
$423K 0.04%
3,125
47
$338K 0.03%
30,655
-262
1
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