SBCM

Schwerin Boyle Capital Management Portfolio holdings

AUM $915M
1-Year Est. Return 17.62%
This Quarter Est. Return
1 Year Est. Return
+17.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$3.66M
3
+$1.5M
4
LLYVK icon
Liberty Live Group Series C
LLYVK
+$216K

Top Sells

1
+$6.93M
2
+$3.68M
3
+$3M
4
CPE
Callon Petroleum Company
CPE
+$2.75M
5
ACN icon
Accenture
ACN
+$551K

Sector Composition

1 Financials 36.15%
2 Communication Services 16.23%
3 Technology 14.37%
4 Industrials 9.86%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$260K 0.03%
17,100
52
$216K 0.02%
+4,928
53
– –
-95,000
54
– –
-66,000
55
– –
-85,000
1 2
3