SBCM
Schwerin Boyle Capital Management Portfolio holdings
AUM
$915M
1-Year Est. Return
17.62%
1 Year Est. Return
+17.62%
AUM
$897M
AUM Growth
-$73.1M
(-7.5%)
Holding
54
Top Sells
| 1 | +$35.4M | |
| 2 | +$9.06M | |
| 3 | +$6.66M | |
| 4 |
Global Payments
GPN
|
+$5.48M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$4.81M |
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
DNOW Inc
DNOW
$2.32B
| $194K | 0.02% |
13,098
-2,236
|
|
||
52
iShares MSCI Japan Value ETF
EWJV
$512M
| – | – |
-142,500
|
|
||
|
53
Global Payments
GPN
$17.5B
| – | – |
-56,000
|
|
||
54
Bristol-Myers Squibb
BMY
$95B
| – | – |
-4,511
|
|