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
$738M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$2.28M
3
+$1.83M
4
AGCO icon
AGCO
AGCO
+$1.72M
5
EBAY icon
eBay
EBAY
+$1.1M

Top Sells

1
+$3.57M
2
+$3.46M
3
+$3.2M
4
CSX icon
CSX Corp
CSX
+$3M
5
COR icon
Cencora
COR
+$2.39M

Sector Composition

1 Financials 38.28%
2 Industrials 19.15%
3 Technology 16.68%
4 Consumer Discretionary 10.54%
5 Energy 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.3M 8.99%
441,604
-23,075
2
$44.5M 6.03%
478,104
-20,390
3
$40.9M 5.55%
458,194
-18,435
4
$40.2M 5.45%
733,232
-40,040
5
$29.6M 4.01%
1,253,183
+46,688
6
$28.4M 3.84%
329,200
-11,400
7
$27.4M 3.71%
783,917
-33,812
8
$25.1M 3.4%
207,319
-9,369
9
$24.7M 3.35%
390,080
-21,900
10
$24.7M 3.34%
1,378,121
-75,852
11
$23.2M 3.15%
513,825
+38,050
12
$22.7M 3.08%
363,325
-25,550
13
$22M 2.98%
335,750
+12,350
14
$20.7M 2.81%
285,750
-13,050
15
$17.6M 2.39%
275,850
-19,650
16
$17.5M 2.38%
208,230
-500
17
$17.3M 2.34%
384,550
-11,000
18
$15.7M 2.12%
325,525
-3,870
19
$13.8M 1.86%
363,740
-2,920
20
$12.5M 1.69%
268,721
-47,079
21
$11.3M 1.53%
209,190
-1,350
22
$11M 1.49%
71,682
-4,205
23
$10.8M 1.46%
255,400
-4,330
24
$9.7M 1.32%
184,250
-16,500
25
$9.11M 1.23%
504,000
-40,000
1
2 3