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
$918M
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$303K
3
+$105K
4
AAPL icon
Apple
AAPL
+$89.8K
5
SLB icon
SLB Ltd
SLB
+$28.7K

Top Sells

1
+$11.4M
2
+$2.44M
3
+$1.89M
4
META icon
Meta Platforms (Facebook)
META
+$484K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$341K

Sector Composition

1 Financials 43.41%
2 Technology 17.32%
3 Communication Services 10.61%
4 Energy 9.38%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 1.13%
181,475
27
$10.3M 1.12%
75,975
28
$9.66M 1.05%
107,756
-333
29
$9.41M 1.02%
232,925
30
$9.13M 0.99%
127,075
-450
31
$7.96M 0.87%
253,800
32
$7.72M 0.84%
324,000
33
$6.99M 0.76%
167,635
34
$6.73M 0.73%
118,993
-1,706
35
$6.58M 0.72%
11,100
36
$5.68M 0.62%
408,574
-175,676
37
$5.54M 0.6%
24,975
38
$4.51M 0.49%
220,557
39
$4.36M 0.47%
46,225
-20,000
40
$3.95M 0.43%
87,540
41
$813K 0.09%
2
42
$629K 0.07%
7,124
43
$602K 0.07%
8,475
44
$435K 0.05%
7,124
45
$413K 0.05%
5,081
-12
46
$307K 0.03%
30,518
-137
47
– –
-2,375
1
2