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
$992M
AUM Growth
+$73.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$15.2M
2
+$2.31M
3
+$2.28M
4
IT icon
Gartner
IT
+$1.55M
5
ACN icon
Accenture
ACN
+$660K

Sector Composition

1 Financials 44.71%
2 Technology 16.7%
3 Energy 10.9%
4 Communication Services 8.99%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.6M 1.07%
232,925
27
$10.4M 1.05%
125,375
-1,700
28
$10.4M 1.05%
181,475
29
$9.28M 0.94%
130,324
-400
30
$8.84M 0.89%
324,000
31
$8.22M 0.83%
253,800
32
$8.2M 0.83%
10,500
-600
33
$7.52M 0.76%
166,163
-1,472
34
$6.71M 0.68%
116,149
-2,844
35
$6.27M 0.63%
408,574
36
$6.03M 0.61%
24,975
37
$5.48M 0.55%
220,557
38
$5.26M 0.53%
87,540
39
$3.99M 0.4%
45,950
-275
40
$937K 0.09%
2
41
$740K 0.07%
7,124
42
$610K 0.06%
8,475
43
$582K 0.06%
7,124
44
$503K 0.05%
5,040
-41
45
$385K 0.04%
30,306
-212
46
– –
-189,875
1
2