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

Top Buys

1
+$14.2M
2
+$5.74M
3
+$3.47M
4
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$3.15M
5
EWJV icon
iShares MSCI Japan Value ETF
EWJV
+$3.14M

Top Sells

1
+$16.6M
2
+$12.7M
3
+$11.9M
4
META icon
Meta Platforms (Facebook)
META
+$10M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.37M

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
– –
-81,000
55
– –
-143,375
56
– –
-4,300
57
– –
-7,124
58
– –
-7,124
1 2
3