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
$955M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$5.74M
3
+$3.47M
4
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$3.15M
5
EWJV icon
iShares MSCI Japan Value ETF
EWJV
+$3.14M

Top Sells

1
+$16.6M
2
+$12.7M
3
+$11.9M
4
META icon
Meta Platforms (Facebook)
META
+$10M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.37M

Sector Composition

1 Financials 37.08%
2 Communication Services 15.68%
3 Technology 15.3%
4 Industrials 10.56%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.7M 1.22%
151,505
-600
27
$11.1M 1.16%
214,900
+19,500
28
$10.9M 1.14%
74,533
-2,422
29
$10.3M 1.08%
247,000
30
$9.87M 1.03%
61,450
-350
31
$9.22M 0.97%
21,435
-375
32
$7.37M 0.77%
217,550
33
$7.31M 0.77%
582,657
34
$6.95M 0.73%
89,823
-14,550
35
$6.86M 0.72%
30,475
36
$6.37M 0.67%
124,715
-925
37
$6.05M 0.63%
77,474
-7,350
38
$5.74M 0.6%
+56,000
39
$4.58M 0.48%
70,625
-8,900
40
$3.82M 0.4%
57,690
-1,650
41
$3.47M 0.36%
+117,000
42
$3.29M 0.34%
178,940
+90,000
43
$3.15M 0.33%
+39,000
44
$3.14M 0.33%
+95,000
45
$3.11M 0.33%
+36,800
46
$3.1M 0.32%
9,725
-100
47
$2.84M 0.3%
+120,103
48
$1.76M 0.18%
35,551
-287
49
$1.38M 0.14%
2
50
$641K 0.07%
3,528
-303
1
2
3