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
$970M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$5.61M
3
+$4.01M
4
WFC icon
Wells Fargo
WFC
+$1.34M
5
BAC icon
Bank of America
BAC
+$720K

Top Sells

1
+$10M
2
+$2.85M
3
+$1.89M
4
AXP icon
American Express
AXP
+$1.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$987K

Sector Composition

1 Financials 43.02%
2 Technology 17.89%
3 Consumer Discretionary 13.56%
4 Industrials 11.08%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$86.5M 8.92%
415,940
-4,745
2
$67.4M 6.95%
1,336,569
+26,496
3
$56.6M 5.84%
1,940,360
+24,700
4
$52.4M 5.4%
442,810
-9,775
5
$49.8M 5.14%
817,300
-200
6
$46.8M 4.83%
243,460
-2,500
7
$40.7M 4.2%
1,087,162
-10,000
8
$36.8M 3.8%
418,575
-2,100
9
$36.6M 3.78%
134,864
-750
10
$34.3M 3.54%
239,803
-1,600
11
$32.1M 3.31%
573,180
-300
12
$28.3M 2.91%
240,035
-1,720
13
$26.4M 2.72%
373,510
+450
14
$24.1M 2.49%
318,874
-1,650
15
$21.8M 2.25%
422,980
-3,000
16
$21.4M 2.21%
387,363
-900
17
$17.3M 1.79%
167,384
-3,850
18
$17.2M 1.77%
430,190
-2,250
19
$16M 1.65%
156,444
-1,300
20
$14.6M 1.5%
65,900
-100
21
$13.2M 1.36%
479,000
22
$12.8M 1.32%
104,155
-550
23
$12.8M 1.31%
78,400
24
$12.7M 1.31%
405,800
25
$12.6M 1.3%
229,124
1
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