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
$697M
AUM Growth
-$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$7.32M
3
+$4.37M
4
TAX
Liberty Tax, Inc. Class A
TAX
+$3.76M
5
CSX icon
CSX Corp
CSX
+$2.89M

Top Sells

1
+$17.6M
2
+$3.06M
3
+$1.92M
4
CB
CHUBB CORPORATION
CB
+$1.91M
5
NOV icon
NOV
NOV
+$1.31M

Sector Composition

1 Financials 38.08%
2 Industrials 20.44%
3 Technology 18.91%
4 Consumer Discretionary 8.56%
5 Energy 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-20,100
1 2 3
4