SBCM

Schwerin Boyle Capital Management Portfolio holdings

AUM $913M
1-Year Est. Return 18.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$970M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$5.23M
3
+$1.25M
4
BAC icon
Bank of America
BAC
+$710K
5
XOM icon
Exxon Mobil
XOM
+$32.5K

Top Sells

1
+$10M
2
+$2.85M
3
+$1.89M
4
AXP icon
American Express
AXP
+$1.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$978K

Sector Composition

1 Financials 43.02%
2 Technology 17.89%
3 Consumer Discretionary 13.56%
4 Industrials 10.67%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$225K 0.02%
1,730
52
– –
-56,000
53
– –
-23,751
54
– –
-232,704
55
– –
-296,440
1 2
3