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
$975M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.46M
3
+$375K
4
ST icon
Sensata Technologies
ST
+$318K
5
KMX icon
CarMax
KMX
+$188K

Top Sells

1
+$884K
2
+$431K
3
+$356K
4
META icon
Meta Platforms (Facebook)
META
+$205K
5
MSFT icon
Microsoft
MSFT
+$196K

Sector Composition

1 Financials 38.44%
2 Communication Services 15.94%
3 Technology 14.58%
4 Industrials 10.53%
5 Energy 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$294K 0.03%
4,317
52
$255K 0.03%
4,511
53
$208K 0.02%
15,988
+94
1 2
3