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
$953M
AUM Growth
-$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$1.8M
3
+$1.62M

Top Sells

1
+$12.4M
2
+$11.9M
3
+$6.07M
4
DIS icon
Walt Disney
DIS
+$3.76M
5
AAPL icon
Apple
AAPL
+$2.95M

Sector Composition

1 Financials 36.07%
2 Communication Services 16.37%
3 Technology 14.59%
4 Industrials 9.82%
5 Energy 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$227K 0.02%
5,461
52
– –
-4,928
53
– –
-31,500
1 2
3