SBCM
Schwerin Boyle Capital Management Portfolio holdings
AUM
$897M
1-Year Est. Return
21.11%
1 Year Est. Return
+21.11%
AUM
$970M
AUM Growth
-$4.77M
(-0.49%)
Holding
54
Top Buys
| 1 | +$19.1M | |
| 2 | +$8.32M | |
| 3 | +$4.26M | |
| 4 |
Gentex
GNTX
|
+$2.13M |
| 5 |
SHYF
The Shyft Group
SHYF
|
+$2.01M |
Top Sells
| 1 | +$18.7M | |
| 2 | +$5.11M | |
| 3 | +$3.64M | |
| 4 |
American Express
AXP
|
+$2.4M |
| 5 |
Meta Platforms (Facebook)
META
|
+$2.25M |
Sector Composition
| 1 | Financials | 39.62% |
| 2 | Communication Services | 14.88% |
| 3 | Technology | 12.01% |
| 4 | Industrials | 9.54% |
| 5 | Energy | 7.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Bristol-Myers Squibb
BMY
$95B
| $275K | 0.03% |
4,511
|
|
||
52
DNOW Inc
DNOW
$2.54B
| $262K | 0.03% |
15,334
-654
|
|
||
53
Apple
AAPL
$3.97T
| $224K | 0.02% |
1,007
-84,193
|
|
||
54
Charles Schwab
SCHW
$173B
| – | – |
-69,025
|
|