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
$622M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$73M
2
+$39M
3
+$34.6M
4
WFC icon
Wells Fargo
WFC
+$31.9M
5
GM icon
General Motors
GM
+$27.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 39.58%
2 Industrials 15.07%
3 Technology 13.82%
4 Consumer Discretionary 10.24%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.31%
+22,500
52
$1.91M 0.31%
+110,000
53
$1.88M 0.3%
+50,066
54
$1.84M 0.3%
+29,000
55
$1.79M 0.29%
+161,700
56
$1.78M 0.29%
+23,000
57
$1.74M 0.28%
+80,000
58
$1.65M 0.27%
+22,000
59
$1.38M 0.22%
+100
60
$1.21M 0.19%
+50,510
61
$1M 0.16%
+49,230
62
$824K 0.13%
+14,200
63
$592K 0.1%
+8,200
64
$337K 0.05%
+2
1 2
3