SBCM
Schwerin Boyle Capital Management Portfolio holdings
AUM
$897M
1-Year Return
21.11%
This Quarter Return
+4.71%
1 Year Return
+21.11%
3 Year Return
+90.99%
5 Year Return
+192.16%
10 Year Return
+345.42%
AUM
$622M
AUM Growth
–
Cap. Flow
+$622M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.64%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$73M |
| 2 |
American Express
AXP
|
$39M |
| 3 |
Accenture
ACN
|
$34.6M |
| 4 |
Wells Fargo
WFC
|
$31.9M |
| 5 |
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% |
