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
$918M
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$303K
3
+$105K
4
AAPL icon
Apple
AAPL
+$89.8K
5
SLB icon
SLB Ltd
SLB
+$28.7K

Top Sells

1
+$11.4M
2
+$2.44M
3
+$1.89M
4
META icon
Meta Platforms (Facebook)
META
+$484K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$341K

Sector Composition

1 Financials 43.41%
2 Technology 17.32%
3 Communication Services 10.61%
4 Energy 9.38%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$131M 14.25%
490,225
-1,278
2
$69.9M 7.61%
727,160
-1,200
3
$53.9M 5.87%
1,340,371
-2,100
4
$50.7M 5.52%
375,879
-150
5
$50.2M 5.47%
195,225
-700
6
$45.7M 4.97%
1,511,924
+3,486
7
$37.7M 4.1%
136,262
-41,341
8
$33.8M 3.68%
387,310
+3,475
9
$32.7M 3.56%
236,915
+650
10
$31.3M 3.41%
110,119
-150
11
$26.6M 2.9%
403,205
-1,550
12
$26.2M 2.85%
272,571
-1,150
13
$22.7M 2.47%
217,476
-550
14
$20.7M 2.26%
375,740
-1,475
15
$18.3M 1.99%
366,760
16
$17.3M 1.88%
162,000
17
$17M 1.85%
421,113
+600
18
$16.7M 1.82%
465,085
+800
19
$16.5M 1.79%
121,500
-3,565
20
$15.6M 1.7%
46,000
21
$15.2M 1.65%
189,875
-600
22
$14.7M 1.6%
526,748
+12,930
23
$14M 1.53%
60,210
-700
24
$11.7M 1.28%
145,101
-800
25
$11.3M 1.23%
130,724
-250
1
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