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
$852M
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$6.11M
3
+$6.07M
4
SM icon
SM Energy
SM
+$3.6M
5
VTLE
Vital Energy
VTLE
+$3.54M

Top Sells

1
+$39M
2
+$30.2M
3
+$15.9M
4
META icon
Meta Platforms (Facebook)
META
+$15.2M
5
AXP icon
American Express
AXP
+$13.2M

Sector Composition

1 Financials 33.34%
2 Technology 15.55%
3 Communication Services 15.33%
4 Energy 11.29%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$217K 0.03%
+2,375
52
$207K 0.02%
17,450
-9,248
53
– –
-1,358,021
1 2
3