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
$980M
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$307K
3
+$272K
4
BAC icon
Bank of America
BAC
+$27.2K
5
WFC icon
Wells Fargo
WFC
+$11.9K

Top Sells

1
+$1.49M
2
+$1.33M
3
+$1.26M
4
ACN icon
Accenture
ACN
+$1.24M
5
AGCO icon
AGCO
AGCO
+$1.14M

Sector Composition

1 Financials 42.05%
2 Technology 17.7%
3 Communication Services 11.61%
4 Energy 8.59%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.7M 1.1%
75,975
27
$10.6M 1.08%
108,089
-150
28
$9.73M 0.99%
232,925
29
$9.36M 0.96%
253,800
30
$9.15M 0.93%
130,974
+4,400
31
$9.06M 0.92%
324,000
32
$8.06M 0.82%
127,525
33
$7.71M 0.79%
167,635
34
$7.41M 0.76%
120,699
-543
35
$6.26M 0.64%
584,250
36
$6.25M 0.64%
66,225
-175
37
$5.98M 0.61%
24,975
38
$5.51M 0.56%
11,100
39
$4.72M 0.48%
87,540
-150
40
$4.1M 0.42%
220,557
41
$818K 0.08%
2
42
$694K 0.07%
7,124
43
$653K 0.07%
8,475
44
$498K 0.05%
7,124
45
$418K 0.04%
5,093
46
$300K 0.03%
30,655
47
$275K 0.03%
2,375
-750
1
2