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
$622M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$73M
2
+$39M
3
+$34.6M
4
WFC icon
Wells Fargo
WFC
+$31.9M
5
GM icon
General Motors
GM
+$27.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 39.58%
2 Industrials 15.07%
3 Technology 13.82%
4 Consumer Discretionary 10.24%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73M 11.72%
+651,944
2
$39M 6.26%
+521,174
3
$34.6M 5.56%
+481,009
4
$31.9M 5.13%
+773,624
5
$27.1M 4.35%
+813,629
6
$25.5M 4.09%
+1,169,904
7
$24.9M 3.99%
+223,718
8
$23M 3.69%
+518,542
9
$22.7M 3.65%
+264,618
10
$19.8M 3.18%
+344,500
11
$19.6M 3.15%
+200,955
12
$19.5M 3.13%
+1,516,709
13
$16.1M 2.59%
+243,575
14
$15.9M 2.55%
+262,801
15
$15.6M 2.5%
+372,850
16
$14.4M 2.31%
+397,250
17
$13.1M 2.11%
+248,275
18
$12M 1.93%
+319,295
19
$11.9M 1.91%
+208,970
20
$10.9M 1.75%
+314,800
21
$10.5M 1.69%
+261,930
22
$8.38M 1.35%
+114,700
23
$7.5M 1.2%
+127,276
24
$6.77M 1.09%
+137,730
25
$6.06M 0.97%
+148,665
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