SBCM

Schwerin Boyle Capital Management Portfolio holdings

AUM $915M
1-Year Est. Return 17.62%
This Quarter Est. Return
1 Year Est. Return
+17.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$970M
AUM Growth
-$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$8.32M
3
+$4.26M
4
GNTX icon
Gentex
GNTX
+$2.13M
5
SHYF
The Shyft Group
SHYF
+$2.01M

Top Sells

1
+$18.7M
2
+$5.11M
3
+$3.64M
4
AXP icon
American Express
AXP
+$2.4M
5
META icon
Meta Platforms (Facebook)
META
+$2.25M

Sector Composition

1 Financials 39.62%
2 Communication Services 14.88%
3 Technology 12.01%
4 Industrials 9.54%
5 Energy 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 1.18%
150,205
27
$10.7M 1.11%
217,350
28
$9.66M 1%
74,023
-176
29
$9.6M 0.99%
55,650
-5,500
30
$9.11M 0.94%
247,000
31
$8.42M 0.87%
30,275
32
$8.01M 0.83%
88,973
-400
33
$8M 0.82%
217,550
34
$7.64M 0.79%
20,360
-610
35
$7.49M 0.77%
85,201
+48,401
36
$7.49M 0.77%
124,715
37
$6.72M 0.69%
830,888
+248,231
38
$6.09M 0.63%
93,383
+14,959
39
$5.48M 0.57%
56,000
40
$4.74M 0.49%
142,500
41
$4.63M 0.48%
58,470
42
$4.21M 0.43%
168,840
43
$3.93M 0.41%
117,000
44
$3.25M 0.33%
52,761
-4,454
45
$3.1M 0.32%
9,791
-34
46
$2.68M 0.28%
118,963
-1,140
47
$2.39M 0.25%
35,551
48
$1.6M 0.16%
2
49
$640K 0.07%
3,529
-4
50
$294K 0.03%
4,317
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