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SBCM

Schwerin Boyle Capital Management Portfolio holdings

AUM $788M
1-Year Est. Return 13.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$911M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$46.4M
2
+$26M
3
+$13.3M
4
JBGS
JBG SMITH
JBGS
+$4.71M
5
MCK icon
McKesson
MCK
+$3.58M

Top Sells

1
+$22.6M
2
+$20.9M
3
+$20.3M
4
SRG
Seritage Growth Properties
SRG
+$6.67M
5
JEF icon
Jefferies Financial Group
JEF
+$4.68M

Sector Composition

1 Financials 40.59%
2 Technology 18.66%
3 Industrials 13.88%
4 Consumer Discretionary 13.22%
5 Communication Services 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$790K 0.09%
23,751
52
$602K 0.07%
2
53
$541K 0.06%
7,124
54
$536K 0.06%
38,376
-425
55
$432K 0.05%
+5,864
56
– –
-301,122
57
– –
-478,270
58
– –
-58,260
59
– –
-4,630
60
– –
-140,000
61
– –
-824,250
62
– –
-186,366
1 2
3