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
$716M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.28M
3
+$5.75M
4
CTSH icon
Cognizant
CTSH
+$3.09M
5
AGCO icon
AGCO
AGCO
+$2.75M

Top Sells

1
+$3.22M
2
+$1.22M
3
+$704K
4
BAC icon
Bank of America
BAC
+$395K
5
ACN icon
Accenture
ACN
+$233K

Sector Composition

1 Financials 38.44%
2 Industrials 17.59%
3 Technology 17.06%
4 Consumer Discretionary 9.9%
5 Energy 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.26%
35,000
52
$1.86M 0.26%
15,700
53
$1.77M 0.25%
8,667
+2,000
54
$1.56M 0.22%
23,000
55
$1.48M 0.21%
32,207
-4,155
56
$1.47M 0.21%
48,357
-1,900
57
$1.42M 0.2%
179,400
-26,100
58
$1.09M 0.15%
48,885
59
$874K 0.12%
14,200
60
$414K 0.06%
2
61
$329K 0.05%
3,500
62
$279K 0.04%
2,750
63
$205K 0.03%
2,500
64
– –
-100,000
65
– –
-160,000
1 2
3