SBCM
Schwerin Boyle Capital Management Portfolio holdings
AUM
$897M
1-Year Return
21.11%
This Quarter Return
-0.14%
1 Year Return
+21.11%
3 Year Return
+90.99%
5 Year Return
+192.16%
10 Year Return
+345.42%
AUM
$701M
AUM Growth
-$11M
(-1.5%)
Cap. Flow
-$8.44M
Cap. Flow
% of AUM
-1.2%
Top 10 Holdings %
Top 10 Hldgs %
48.11%
Holding
71
New
6
Increased
23
Reduced
9
Closed
6
Top Buys
| 1 |
AGCO
AGCO
|
$21.1M |
| 2 |
NOV
NOV
|
$16M |
| 3 |
Citigroup
C
|
$9.92M |
| 4 |
JPMorgan Chase
JPM
|
$6.93M |
| 5 |
GPOR
Gulfport Energy Corp.
GPOR
|
$2.49M |
Top Sells
| 1 |
RTN
Raytheon Company
RTN
|
$23.6M |
| 2 |
Halliburton
HAL
|
$16.5M |
| 3 |
DNB
Dun & Bradstreet
DNB
|
$15.7M |
| 4 |
PACCAR
PCAR
|
$4.28M |
| 5 |
MCBI
METROCORP BANCSHARES INC
MCBI
|
$3.36M |
Sector Composition
| 1 | Financials | 37.58% |
| 2 | Technology | 16.8% |
| 3 | Industrials | 15.76% |
| 4 | Consumer Discretionary | 9.28% |
| 5 | Energy | 8.31% |
