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
$975M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.46M
3
+$375K
4
ST icon
Sensata Technologies
ST
+$318K
5
KMX icon
CarMax
KMX
+$188K

Top Sells

1
+$884K
2
+$431K
3
+$356K
4
META icon
Meta Platforms (Facebook)
META
+$205K
5
MSFT icon
Microsoft
MSFT
+$196K

Sector Composition

1 Financials 38.44%
2 Communication Services 15.94%
3 Technology 14.58%
4 Industrials 10.53%
5 Energy 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 1.18%
150,205
-1,300
27
$10.7M 1.1%
217,350
+2,450
28
$9.7M 0.99%
74,199
-334
29
$9.27M 0.95%
247,000
30
$9.11M 0.93%
61,150
-300
31
$8.84M 0.91%
20,970
-465
32
$8.28M 0.85%
89,373
-450
33
$7.51M 0.77%
217,550
34
$7.2M 0.74%
168,840
-10,100
35
$6.84M 0.7%
582,657
36
$6.8M 0.7%
30,275
-200
37
$6.69M 0.69%
78,424
+950
38
$6.52M 0.67%
124,715
39
$6.28M 0.64%
56,000
40
$5.11M 0.52%
69,025
-1,600
41
$4.46M 0.46%
142,500
+47,500
42
$4.39M 0.45%
58,470
+19,470
43
$3.93M 0.4%
117,000
44
$3.31M 0.34%
9,825
+100
45
$2.86M 0.29%
57,215
-475
46
$2.79M 0.29%
36,800
47
$2.74M 0.28%
120,103
48
$2.37M 0.24%
35,551
49
$1.36M 0.14%
2
50
$670K 0.07%
3,533
+5
1
2
3