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
$955M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$5.81M
3
+$4.03M
4
SIRI icon
SiriusXM
SIRI
+$3.73M
5
LUV icon
Southwest Airlines
LUV
+$3.24M

Top Sells

1
+$15.9M
2
+$12.7M
3
+$11.3M
4
META icon
Meta Platforms (Facebook)
META
+$9.02M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.04M

Sector Composition

1 Financials 37.08%
2 Communication Services 15.68%
3 Technology 15.3%
4 Industrials 10.56%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$233K 0.02%
4,511
-950
52
$222K 0.02%
+4,317
53
$206K 0.02%
15,894
-1,206
54
– –
-4,300
55
– –
-7,124
56
– –
-7,124
57
– –
-81,000
58
– –
-143,375
1 2
3