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
$1.06B
AUM Growth
+$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$11.8M
3
+$11.8M
4
GNTX icon
Gentex
GNTX
+$3.77M
5
XOM icon
Exxon Mobil
XOM
+$123K

Top Sells

1
+$36M
2
+$8.85M
3
+$2.43M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2M
5
AAPL icon
Apple
AAPL
+$1.73M

Sector Composition

1 Financials 38.21%
2 Technology 17.13%
3 Communication Services 13.78%
4 Energy 8.29%
5 Industrials 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 1.11%
+284,000
27
$11.8M 1.11%
+316,875
28
$11.7M 1.1%
178,625
-2,850
29
$11.2M 1.06%
95,900
30
$10.6M 1%
232,925
31
$9.35M 0.88%
253,800
32
$9.15M 0.86%
47,525
-6,300
33
$8.25M 0.78%
24,975
34
$8.23M 0.78%
113,123
-388
35
$8.01M 0.76%
119,974
-2,550
36
$6.7M 0.63%
118,125
37
$4.87M 0.46%
220,557
38
$4.61M 0.43%
10,500
39
$3.65M 0.34%
40,900
-2,750
40
$3.52M 0.33%
62,140
-4,425
41
$3.46M 0.33%
143,517
-367,035
42
$1.04M 0.1%
2
43
$863K 0.08%
7,124
44
$848K 0.08%
7,124
45
$487K 0.05%
4,441
-124
46
$366K 0.03%
5,729
-3,550
47
$277K 0.03%
26,698
-750
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