SBCM

Schwerin Boyle Capital Management Portfolio holdings

AUM $897M
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$2.34M
3
+$2.07M
4
XOM icon
Exxon Mobil
XOM
+$1.71M
5
AAPL icon
Apple
AAPL
+$88.1K

Top Sells

1
+$11.7M
2
+$9.77M
3
+$9.71M
4
PHM icon
Pultegroup
PHM
+$9.38M
5
MSBI icon
Midland States Bancorp
MSBI
+$6.57M

Sector Composition

1 Financials 42.95%
2 Technology 18.45%
3 Industrials 12.25%
4 Consumer Discretionary 10.15%
5 Energy 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-336,592
52
– –
-613,810
53
– –
-236,452
1 2
3