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
$953M
AUM Growth
-$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$1.74M
3
+$1.65M

Top Sells

1
+$12.9M
2
+$11.9M
3
+$6.07M
4
DIS icon
Walt Disney
DIS
+$3.47M
5
AAPL icon
Apple
AAPL
+$3.33M

Sector Composition

1 Financials 36.07%
2 Communication Services 16.37%
3 Technology 14.59%
4 Industrials 9.82%
5 Energy 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.3M 1.29%
195,400
+57,600
27
$10.3M 1.08%
152,105
28
$9.75M 1.02%
21,810
-300
29
$9.67M 1.01%
247,000
30
$9.09M 0.95%
76,955
31
$8.46M 0.89%
61,800
32
$7.5M 0.79%
104,373
33
$7.23M 0.76%
217,550
34
$6.91M 0.72%
582,657
35
$6.87M 0.72%
30,475
36
$5.86M 0.61%
79,525
-300
37
$5.72M 0.6%
125,640
38
$4.92M 0.52%
84,824
39
$3.45M 0.36%
59,340
40
$3.18M 0.33%
143,375
41
$3.16M 0.33%
9,825
-2,050
42
$1.74M 0.18%
+46,650
43
$1.34M 0.14%
35,838
44
$1.22M 0.13%
2
45
$1.03M 0.11%
88,940
46
$1.01M 0.11%
7,124
47
$889K 0.09%
7,124
48
$605K 0.06%
3,831
49
$427K 0.04%
4,300
-34,900
50
$235K 0.02%
17,100
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