SBCM
Schwerin Boyle Capital Management Portfolio holdings
AUM
$897M
This Quarter Return
+4.43%
1 Year Return
+21.11%
3 Year Return
+90.99%
5 Year Return
+192.16%
10 Year Return
+345.42%
AUM
$887M
AUM Growth
+$887M
(+4.2%)
Cap. Flow
+$430K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
46.48%
Holding
66
New
2
Increased
6
Reduced
25
Closed
1
Top Buys
| 1 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$19.5M |
| 2 |
Pultegroup
PHM
|
$5.47M |
| 3 |
Foot Locker
FL
|
$2.47M |
| 4 |
Midland States Bancorp
MSBI
|
$2.15M |
| 5 |
Bank of America
BAC
|
$1.25M |
Top Sells
| 1 |
JPM.WS
JPMorgan Chase
JPM.WS
|
$10.5M |
| 2 |
BAC.WS.A
Bank Of America Corporation Ws A
BAC.WS.A
|
$3.97M |
| 3 |
Cummins
CMI
|
$3.7M |
| 4 |
AGCO
AGCO
|
$3.64M |
| 5 |
Omega Flex
OFLX
|
$1.84M |
Sector Composition
| 1 | Financials | 41.46% |
| 2 | Industrials | 19.58% |
| 3 | Technology | 15.1% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Consumer Staples | 3.28% |
