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
$897M
AUM Growth
-$73.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$188K

Top Sells

1
+$37M
2
+$7.58M
3
+$5.88M
4
GPN icon
Global Payments
GPN
+$5.48M
5
EWJV icon
iShares MSCI Japan Value ETF
EWJV
+$4.74M

Sector Composition

1 Financials 37.35%
2 Communication Services 16.66%
3 Technology 12.29%
4 Industrials 10.54%
5 Energy 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$194K 0.02%
13,098
-2,236
52
– –
-4,511
53
– –
-142,500
54
– –
-56,000
1 2
3