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
$851M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$6.9M
3
+$6.09M
4
SYNT
Syntel Inc
SYNT
+$4.36M
5
SRG
Seritage Growth Properties
SRG
+$4.18M

Top Sells

1
+$21.9M
2
+$9.64M
3
+$448K
4
MA icon
Mastercard
MA
+$182K
5
AGCO icon
AGCO
AGCO
+$148K

Sector Composition

1 Financials 40.68%
2 Industrials 19.18%
3 Technology 15.37%
4 Consumer Discretionary 10.71%
5 Consumer Staples 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2M 0.24%
120,000
+100,000
52
$1.36M 0.16%
111,300
53
$1.01M 0.12%
+23,751
54
$735K 0.09%
15,700
55
$731K 0.09%
40,200
56
$671K 0.08%
41,734
57
$627K 0.07%
45,540
58
$509K 0.06%
2
59
$402K 0.05%
7,124
60
$339K 0.04%
2,100
61
$271K 0.03%
5,650
62
$245K 0.03%
7,550
63
$214K 0.03%
4,930
64
$203K 0.02%
3,250
-1,000
65
– –
-278,995
1 2
3