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
$738M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$2.28M
3
+$1.83M
4
AGCO icon
AGCO
AGCO
+$1.72M
5
EBAY icon
eBay
EBAY
+$1.1M

Top Sells

1
+$3.57M
2
+$3.46M
3
+$3.2M
4
CSX icon
CSX Corp
CSX
+$3M
5
COR icon
Cencora
COR
+$2.39M

Sector Composition

1 Financials 38.28%
2 Industrials 19.15%
3 Technology 16.68%
4 Consumer Discretionary 10.54%
5 Energy 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.28%
15,700
52
$1.86M 0.25%
22,500
53
$1.83M 0.25%
+64,500
54
$1.58M 0.21%
31,157
-1,050
55
$1.51M 0.21%
179,400
56
$1.49M 0.2%
23,000
57
$1.24M 0.17%
48,107
-250
58
$1.16M 0.16%
48,375
-510
59
$1.16M 0.16%
8,667
60
$1.02M 0.14%
14,200
61
$806K 0.11%
19,300
-15,700
62
$452K 0.06%
2
63
$297K 0.04%
2,750
64
$232K 0.03%
3,700
+200
65
$221K 0.03%
2,500
1 2
3