SBCM
Schwerin Boyle Capital Management Portfolio holdings
AUM
$897M
This Quarter Return
-1.03%
1 Year Return
+21.11%
3 Year Return
+90.99%
5 Year Return
+192.16%
10 Year Return
+345.42%
AUM
$712M
AUM Growth
+$712M
(-3.5%)
Cap. Flow
-$7.87M
Cap. Flow
% of AUM
-1.1%
Top 10 Holdings %
Top 10 Hldgs %
48.76%
Holding
72
New
7
Increased
18
Reduced
20
Closed
6
Top Buys
| 1 |
JPM.WS
JPMorgan Chase
JPM.WS
|
$9.63M |
| 2 |
BAC.WS.A
Bank Of America Corporation Ws A
BAC.WS.A
|
$5.4M |
| 3 |
Microsoft
MSFT
|
$2.05M |
| 4 |
NOV
NOV
|
$1.92M |
| 5 |
PPS
Post Properties
PPS
|
$1.83M |
Top Sells
| 1 |
PDCO
Patterson Companies, Inc.
PDCO
|
$15.7M |
| 2 |
JPMorgan Chase
JPM
|
$6.17M |
| 3 |
CA
CA, Inc.
CA
|
$3.96M |
| 4 |
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% |
