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
$712M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$5.4M
3
+$2.05M
4
NOV icon
NOV
NOV
+$1.92M
5
PPS
Post Properties
PPS
+$1.83M

Top Sells

1
+$15.7M
2
+$6.17M
3
+$3.96M
4
EBAY icon
eBay
EBAY
+$2.82M
5
ANSS
Ansys
ANSS
+$2.2M

Sector Composition

1 Financials 36.37%
2 Industrials 20.02%
3 Technology 17.21%
4 Consumer Discretionary 11.21%
5 Energy 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.27%
64,500
52
$1.86M 0.26%
22,500
53
$1.83M 0.26%
+32,100
54
$1.65M 0.23%
31,157
55
$1.64M 0.23%
+102,250
56
$1.63M 0.23%
+46,200
57
$1.51M 0.21%
176,300
-3,100
58
$1.22M 0.17%
8,667
59
$1.16M 0.16%
48,110
-265
60
$1.04M 0.15%
48,107
61
$598K 0.08%
+3,614
62
$435K 0.06%
2
63
$300K 0.04%
2,750
64
$223K 0.03%
3,700
65
$219K 0.03%
2,500
66
$201K 0.03%
+16,005
67
– –
-14,200
68
– –
-15,700
69
– –
-23,000
70
– –
-325,525
71
– –
-19,300
72
– –
-130,000
1 2
3