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
$895M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$786K
3
+$345K

Top Sells

1
+$6.39M
2
+$4.33M
3
+$3.14M
4
META icon
Meta Platforms (Facebook)
META
+$3.1M
5
MCK icon
McKesson
MCK
+$2.92M

Sector Composition

1 Financials 34.81%
2 Technology 16.47%
3 Communication Services 15.8%
4 Energy 9.53%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$280K 0.03%
5,461
52
$194K 0.02%
17,100
-350
53
– –
-2,375
1 2
3