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
$895M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$786K
3
+$345K

Top Sells

1
+$6.39M
2
+$4.33M
3
+$3.14M
4
META icon
Meta Platforms (Facebook)
META
+$3.1M
5
MCK icon
McKesson
MCK
+$2.92M

Sector Composition

1 Financials 34.81%
2 Technology 16.47%
3 Communication Services 15.8%
4 Energy 9.53%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 1.21%
247,000
-37,000
27
$10.5M 1.18%
81,000
-14,900
28
$9.76M 1.09%
77,019
29
$8.91M 1%
217,550
-36,250
30
$8.58M 0.96%
22,810
-900
31
$7.94M 0.89%
+61,800
32
$7.12M 0.8%
582,657
33
$6.85M 0.77%
108,573
-250
34
$6.26M 0.7%
30,475
-4,050
35
$5.51M 0.62%
80,075
-200
36
$5.5M 0.62%
10,500
37
$5.21M 0.58%
84,874
-300
38
$5.07M 0.57%
125,640
-107,285
39
$4.31M 0.48%
11,875
40
$4.12M 0.46%
143,375
41
$4M 0.45%
61,940
-200
42
$3.68M 0.41%
95,000
43
$3.63M 0.41%
40,150
-275
44
$3M 0.34%
66,000
45
$2.75M 0.31%
85,000
46
$1.31M 0.15%
35,838
47
$1.09M 0.12%
2
48
$906K 0.1%
7,124
49
$751K 0.08%
7,124
50
$486K 0.05%
3,833
-2
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2
3